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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-17 |
| MO | RA | APPROVED | 2026-04-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Overland Park | KS | 11/2010 | 06/2017 |
| Rubinbrown Advisors Llc | Kansas City | MO | 06/2017 | 03/2019 |
| Unemployed | Kansas City | MO | 01/2019 | 07/2019 |
| Umb Bank | Kansas City | MO | 07/2019 | 12/2022 |
| Raymond James Financial Services, Inc. | Kansas City | MO | 02/2026 | Present |
| First National Bank Of Omaha | Kansas City | MO | 12/2022 | 02/2026 |
| Umb Financial Services, Inc. | Kansas City | MO | 07/2019 | 12/2022 |
(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: FNBO 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: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-24 |
| S66 | Uniform Combined State Law Examination | 2000-07-28 |
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