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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-06 |
| MO | RA | APPROVED | 2020-04-02 |
Branch Locations
600 Sw Jefferson Street Suite 208, Lees Summit, MO 64063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lees Summit | MO | 03/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Lees Summit | MO | 03/2020 | Present |
| Waddell & Reed, Inc | Independence | MO | 02/2016 | 03/2020 |
| Practical Financial Solutions | Lee's Summit | MO | 01/2006 | 09/2016 |
(1)Name of Business: Beyond Wealth Advisors Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64063, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/30/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is the company name I use to promote my financial services business. (2)Name of Business: JCKG Enterprises LLC Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64081, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC is used as a pass through for my financial planning business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-25 |
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