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Kansas City, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2014-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Asset Management, Llc | Kansas City | MO | 02/2006 | Present |
1)INDEPENDENT INSURANCE AGENT, 4218 NW CLAYMONT DRIVE, KANSAS CITY, MO. SINCE 1/1996, I DEVOTE ABOUT 10 HOURS PER YEAR DURING SECURITIES TRADING HOURS, AND ABOUT 5 HOURS PER YEAR OUTSIDE OF SECURITIES TRADING HOURS, TO FIXED INSURANCE SALES/BUSINESS THAT IS NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-07 |
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