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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-06 |
| KS | RA | APPROVED | 2022-10-18 |
| TX | RA | APPROVED | 2022-10-18 |
Branch Locations
6800 Johnson Dr, Mission, KS 66202 • United States
14802 W 117Th St, Olathe, KS 66062-8602 • United States
1100 E Armour Blvd, Kansas City, MO 64109 • United States
623 N. Manhattan Ave., Manhattan, KS 66502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Olathe | KS | 02/2007 | 04/2020 |
| Wells Fargo Clearing Services, Llc | Olathe | KS | 05/2007 | 10/2019 |
| Edward Jones | Olathe | KS | 02/2020 | 11/2020 |
| U.S. Bancorp Investments, Inc. | Kansas City | MO | 08/2021 | 10/2022 |
| J.P. Morgan Securities Llc | Olathe | KS | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Olathe | KS | 10/2022 | Present |
| Edward Jones | Olathe | KS | 11/2020 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-19 |
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