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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-06-24 |
Branch Locations
5600 Mexico Road Ste.1, Saint Peters, MO 63376 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
100 S 4Th Street, Leavenworth, KS 66048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Colorado Springs | Colorado Springs | CO | 05/2018 | 08/2023 |
| University Of Saint Mary | Leavenworth | KS | 08/2020 | 05/2024 |
| Applebees | Leavenworth | KS | 08/2023 | 08/2024 |
| Financial Strategies At Mutual Savings | Leavenworth | KS | 01/2024 | Present |
| Money Concepts Advisory Services | Palm Beach Gardens | FL | 11/2024 | Present |
| Student | Colorado Springs | CO | 01/2015 | 05/2018 |
1. Mutual Savings Association, non Investment Related, 100 S 4th St. Leavenworth, KS 66048, Sales Assistant, 01/2024, Full-Time employee - As an employee of Mutual Savings Association, my primary role involves operating within the organization's channels, sharing an office space with the bank, and supporting efforts to foster client engagement between MSA and FSI. Investment related, 1-10% time spent on activity during non-securities hrs.\ 2. Financial Strategies Subsidiary of Mutual Savings, Yes Investment Related, 100 S 4th St. Leavenworth, KS 66048, Sales Assistant, 01/2024, Full-Time employee - Regarding Financial Strategies, FSI is a subsidiary of Mutual Savings Association. As a member of FSI, I serve as a Securities Assistant while also functioning in an Advisor-in-Training capacity. My work supports the broader organizational goals, ensuring seamless collaboration between the two entities. Investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
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