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2500 Summit Street #103, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-12-20 |
| MO | RA | APPROVED | 2023-06-28 |
Branch Locations
2500 Summit Street #103, Kansas City, MO 64108 • 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 |
|---|---|---|---|---|
| Fortis Investors, Inc. | Leawood | KS | 12/1995 | 03/2018 |
| Royal Alliance | Leawood | KS | 03/2018 | 06/2023 |
| Craft & Sage Wealth | Kansas City | MO | 06/2023 | Present |
1. COLLYER AND ASSOCIATES ASSET PROTECTION POSITION: Insurance Agent NATURE: NON INV REL; 3309 WEST 130TH STREET, LEAWOOD KS 66209; TRADITIONAL INSURANCE SALES AND HEALTH, ALSO LIFE SETTLEMENTS; OWNER; 12/1/1972; 2HR/MO; 2HR/MO; TRADITIONAL INSURANCE SALES AND HEALTH, LIFE SETTLEMENT CASE WITH COVENTRY. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/1998 ADDRESS: 3309 W 130 Street, Leawood KS 66209, United States DESCRIPTION: Sales and Service of fixed life insurance, disability insurance, long term care insurance. Rare instances of life settlements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-20 |
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