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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-19 |
| MO | RA | APPROVED | 2018-06-04 |
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Topeka | KS | 10/1994 | 05/2018 |
| Raymond James Financial Services, Inc | Lees Summit | MO | 06/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Lees Summit | MO | 06/2018 | Present |
| John Hancock Life Insurance Companies | Lees Summit | MO | 07/2018 | 10/2022 |
| Columbus Life | Lees Summit | MO | 08/2019 | 08/2022 |
1) Name of Business: Beyond Wealth Advisors Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64063, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 06/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner & CEO (2) Name of Business: Employco USA Address: 600 SW Jefferson Street, Lees Summit, MO, 64063, United States Activity Type: Referral Fees Position/Title: Independent Contractor Investment Related: No Start Date: 09/09/2022 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 is a referral relationship. I refer potential HR clients to them for their services. (3) Name of Business: Minnesota Life Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64063, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/25/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life insurance agent for term insurance and Indexed Universal Life with Minnesota Life. (4) Name of Business: Uncommon Business Enterprises, LLC Address: 4324 SE Canter Dr., Lee's Summit, MO, 64082, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-20 |
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