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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-18 |
| MO | RA | APPROVED | 2001-04-17 |
Branch Locations
1101 Club Village Dr, Columbia, MO 65203 • United States
Columbia, MO • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 07/1994 | Present |
| Bank Of America,Na | Columbia | MO | 12/2009 | Present |
I*135125 Entity Type: For-Profit Organization Name of outside business organization: RED-KPA. LLC Investment related: No Address of business: Columbia, Missouri 65203 Position, title, association: Limited Partner, Start date of relationship: 12/9/2020 Number of hours devoted: 2 hrs Annually Number of hours devoted during trading hours: 0 Duties: This is a 2 member LLC that was created for the sole purpose of chartering a aircraft several times a year. The aircraft will be used for family travel and recreational trips within the United States. I*3061266 Entity Type: Fiduciary role Name of OBA: J. G C. TOD BENEFICIARIES ON FILE = J.G.C. TOD BENEFICIARIES ON FILE Address: Blue Springs Missouri Investment Related: No Position, Title, Association: Power of Attorney Start Date: 10/23/2025 No Hours: 0 No Hours during trading: 0 Duties: Power of Attorney for Parents I*3061267 Entity Type: Fiduciary role Name of OBA:MLPF& S CUST FPO J. G C. IRA FBO J. G C. = MLPF& S CUST FPO J.G.C. IRA FBO J.G.C. Address: Blue Springs Missouri Investment Related: No Position, Title, Association: Power of Attorney Start Date:10/23/2025 No Hours: 0 No Hours during trading: 0 Duties: Power of Attorney for Parents I*3061268 Entity Type: Fiduciary role Name of OBA: R. F. DCSD IRA FBO J. G C. = R.F. DCSD IRA FBO J.G.C. Address: Blue Springs Missouri Investment Related: No Position, Title, Association: Power of Attorney Start Date:10/23/2025 No Hours: 0 No Hours during trading:0 Duties: Power of Attorney for Parents I*3063265 Entity Type: Fiduciary role Name of OBA: D. J C. IRRA FBO D. J C. = D.J.C. IRRA FBO D.J.C. Address: Blue Springs Missouri Investment Related: No Position, Title, Association: Power of Attorney Start Date:10/23/2025 No Hours: 0 No Hours during trading: 0 Duties: Power of Attorney for Parents I*4747282 Entity Type: Fiduciary role Name of OBA: J. L. Irrevocable Trust Address: Columbia, Missouri, 65203 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/01/2026 Number of Hours: 10, Yearly Number of Hours during trading: 1, Yearly Duties: Trustee/Niece, Nephew
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-06 |
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