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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-12 |
| MO | RA | APPROVED | 2010-11-04 |
| KS | RA | APPROVED | 2001-09-26 |
Branch Locations
1211 North Belt Highway Suite 200, St Joseph, MO 64506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Overland Park | KS | 08/1994 | Present |
| Nylife Securities Inc. | Overland Park | KS | 09/1994 | Present |
| Tewell & Associates Financial Services | St. Joseph | MO | 05/2007 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE COMPANIES TO BROKER NON-REGISTERED INSURANCE PRODUCTS; DBA - TEWELL & ASSOCIATES FINANCIAL SERVICES; START DATE 5/2007; INVESTMENT RELATED] [Missouri Western State University Foundation; BOARD MEMBER; INVESTMENT RELATED; START DATE 9/2013] [Missouri Western State University GOLD COAT; BOARD MEMBER; INVESTMENT RELATED; START DATE 7/2010] [BioZyme Inc; Board Member . BioZyme Inc is a locally owned business for 50 years, they research and produce protein and mineral supplements for animals. The CEO has asked me to serve on the board; 6010 Stockyards Expy, St Joseph MO 64504; Start Date 07/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Board member providing independent perspective on strategic plan and operations] [Mosaic Life Care ; Local Hospital in St Joseph MO; 5325 Faraon St St Joseph MO 64506; Start Date 01/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; finance committee]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-17 |
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