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110 Sw 3Rd St, Lee'S Summit, MO 64082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Wealth Advisors, Llc | Lee'S Summit | MO | 09/2019 | Present |
| Peritus Benefits And Investments Inc | St Louis | MO | 03/2008 | Present |
Peritus Benefits and Investments, Inc is a Retirement Plan Third Party Administrator. We also have small life/health insurance practice, the commissions are negligible, less than $10,000 annually.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-29 |
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