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Atwood & Palmer, Inc. CRD 104995
$2.04B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4520 Madison Avenue Suite 200, Kansas City, MO 64111-3541 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2006-12-20 |
Branch Locations
4520 Madison Avenue Suite 200, Kansas City, MO 64111-3541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atwood & Palmer, Inc. | Kansas City | MO | 01/2004 | Present |
Spencer Jones is on the City Personnel Board at the City of Million Hills. He serves as Treasurer. Non-investment related. Un-elected and un-paid position. Start date: 2011. Approximately 4 hours per month, none during securities trading hours. Duties: helps with city budget, authorizes payments to city providers, attend board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-18 |
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