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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-17
KS RA APPROVED 2026-03-09
MO RA APPROVED 2026-03-09
  • TX RA
    APPROVED
    Since 2026-06-17
  • KS RA
    APPROVED
    Since 2026-03-09
  • MO RA
    APPROVED
    Since 2026-03-09

Branch Locations

1 Ward Pkwy, Kansas City, MO 64112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Century Investment Services, Inc. Leawood KS 11/2004 01/2017
Missionsquare Wealth Management Washington DC 01/2017 12/2021
Raymond James Financial Services, Inc. Kansas City MO 02/2026 Present
Country Club Trust Company Kansas City MO 12/2021 03/2026
Raymond James Financial Services Advisors, Inc. Kansas City MO 03/2026 Present
  • 11/2004 → 01/2017
    American Century Investment Services, Inc.
    Leawood, KS
  • 01/2017 → 12/2021
    Missionsquare Wealth Management
    Washington, DC
  • 02/2026 → Present
    Raymond James Financial Services, Inc.
    Kansas City, MO
  • 12/2021 → 03/2026
    Country Club Trust Company
    Kansas City, MO
  • 03/2026 → Present
    Kansas City, MO
Previous Registrations
  • 2017-03-08 → 2021-12-15
    Greenwood, MO
    Washington, DC
    Lee's Summit, MO
  • 2004-11-10 → 2012-12-31
    American Century Advisory Services, Inc.
    Leawood, KS
  • 2004-06-17 → 2004-10-29
    Walnut Street Securities, Inc.
    Lee'S Sumit, MO
  • 2002-10-07 → 2003-08-07
    American Century Advisory Services, Inc.
    Kansas City, MO
Other Businesses

(1)Name of Business: First Investments and Planning Address: 1 Ward Pkwy, Kansas City, MO, 64112-2169, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: First National Bank of Omaha Address: 1 Ward Pkwy, Kansas City, MO, 64112-2169, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-11
S65 Uniform Investment Adviser Law Examination 2002-11-06
  • S63 Uniform Securities Agent State Law Examination
    2026-04-11
  • S65 Uniform Investment Adviser Law Examination
    2002-11-06
Designations
Other Names
  • Kevin Wayne Stone

View on SEC IAPD

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