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Inactive

Zachary Reed Emslie

Bluevine Advice

Kansas City, MO

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Current Employers
Bluevine Advice

800 E. 101St Terrace Suite 350, Kansas City, MO 64131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-21
MO RA APPROVED 2020-12-18
  • TX RA
    APPROVED_RES
    Since 2021-04-21
  • MO RA
    APPROVED
    Since 2020-12-18

Branch Locations

800 E 101St Terrace, Suite 350, Kansas City, MO 64131 • 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
Sterneck Capital Management, Llc Kansas City MO 08/2011 09/2018
Capital-E-Advisors, Llc Leawood KS 09/2018 12/2020
Bluevine Advisors, Llc Kansas City MO 10/2020 Present
  • 08/2011 → 09/2018
    Sterneck Capital Management, Llc
    Kansas City, MO
  • 09/2018 → 12/2020
    Capital-E-Advisors, Llc
    Leawood, KS
  • 10/2020 → Present
    Bluevine Advisors, Llc
    Kansas City, MO
Previous Registrations
  • 2018-09-17 → 2024-09-17
    Capital-E-Advisors
    Overland Park, KS
    Leawood, KS
  • 2011-08-17 → 2018-09-25
    Sterneck Capital Management Llc
    Kansas City, MO
  • 2007-08-30 → 2011-08-16
    Td Ameritrade, Inc.
    Omaha, NE
    St Louis, MO
  • 2007-08-30 → 2011-08-16
    Td Ameritrade Investment Management, Llc
    Omah, NE
    St Louis, MO
    Omaha, NE
  • 2007-01-10 → 2007-08-03
    Ameriprise Advisor Services, Inc.
    Kansas City, MO
  • 2005-12-08 → 2007-01-10
    Ameriprise Financial Services, Llc
    Leawood, KS
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-07
  • S66 Uniform Combined State Law Examination
    2005-12-07
Designations
Other Names
  • Zachary Reed Emsile
  • Zach Emslie

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
DOMINION PORTFOLIO MANAGEMENT, INC.
COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

More in Kansas City, MO

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