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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-08-08 |
| TX | RA | APPROVED | 2023-08-07 |
Branch Locations
900 Massachusetts St Ste 403 L, Lawrence, KS 66044-6001 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minutemen Fire Apparatus | Warpole | MA | 06/2006 | 07/2019 |
| Waddell & Reed Inc | Overland Park | KS | 05/2011 | 11/2019 |
| Expedia Credit Solutions, Llc | Shawnee | KS | 08/2018 | 09/2018 |
| American Century Investment Services, Inc. | Kansas City | MO | 11/2020 | 11/2021 |
| Unemployed | Overland Park | KS | 11/2019 | 11/2020 |
| Ameriprise Financial Services, Llc | Plano | TX | 07/2023 | Present |
| Unemployed | Overland Park | KS | 11/2021 | 02/2022 |
| Cape Cod Consulting, Ltd | Overland Park | KS | 02/2022 | Present |
| Ss&C | Kansas City | MO | 05/2022 | Present |
Business Ownership; Cape Cod Consulting LTD; Owner; Consulting; 14301 Connell Street, , Overland Park , KS, 66221; Investment-Related; 02/23/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Invest In Others Development Committee; Development Committee Member; 10 Stevens Street, #237, Andover , MA, 01810; Not Investment-Related; 10/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / RMHKC Development Committee; RMHKC Development Committee Member; 2502 Cherry Street, , Kansas City, MO, 64108; Not Investment-Related; 11/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-20 |
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