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Leawood, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-05-01 |
Branch Locations
Springfield, MO • United States
Leawood, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Guard | Jefferson City | MO | 01/1990 | 08/2017 |
| Waddell & Reed, Inc | Columbia | MO | 02/2015 | 06/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Springfield | MO | 02/2015 | 06/2017 |
| Greenleaf Finanical Network, Llc | Springfield | MO | 06/2017 | 08/2017 |
| Mass Mutual | Springfield | MO | 07/2017 | 05/2018 |
| Mml Investors Services, Llc | Springfield | MO | 09/2017 | 05/2018 |
| Greenleaf Financial Network, Llc | Springfield | MO | 05/2018 | 01/2020 |
| Td Ameritrade | Springfield | MO | 01/2020 | 04/2020 |
| Greenleaf Financial Network, Llc | Springfield | MO | 04/2020 | Present |
| Gls Insurance Group, Llc | Springfield | MO | 11/2017 | Present |
Name: Columbia College Adjunct Professor, Role: Adjunct Professor, Type: Teaching, Start Date: 01/07/2020, Investment Related?: No, Address: 3271 E Battlefield, STE 250, Springfield, MO 65804, Number of Hours/Mo: 16, Duties: Teach an undergrad evening class, Principles of Marketing, 1 night per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-16 |
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