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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-23 |
| MO | RA | APPROVED | 2009-01-02 |
Branch Locations
3301 Sw Highway 7 Suite A, Blue Springs, MO 64014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Blue Springs | MO | 10/2003 | Present |
| Independent Insurance Sales Agent | Blue Springs | MT | 10/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Blue Springs | MO | 01/2009 | Present |
| Insurance-Non Variable | Blue Springs | MO | 09/2005 | Present |
| Kansas City Wealth Partners Llc | Blue Springs | MO | 07/2011 | Present |
(1)Name of Business: Blue Springs Education Foundation Address: 1801 NW Vesper, Blue Springs, MO, 64015, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 08/07/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend quarterly meetings to review financial activity of the non-profit organization. I am not a board member, just an invited committee member. (2)Name of Business: Kansas City Wealth Partners LLC Address: 3301 SW Hwy 7 Ste A, Blue Springs, MO, 64014, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my LLC for my independent contractor relationship with Raymond James
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-26 |
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