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11 Se 2Nd St, Lee'S Summit, MO 64063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2017-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Nine Financial | Blue Springs | MO | 05/2016 | 05/2019 |
| Cwm Advisors, Llc D/B/A Insprie | Grain Valley | MO | 01/2017 | 04/2017 |
| Bright Portfolios, Llc | Lee'S Summit | MO | 06/2017 | Present |
| Wise Wealth, Llc | Lee'S Summit | MT | 02/2018 | Present |
| Three Nine Investments, Llc | Grain Valley | MO | 01/2016 | Present |
1. BRIGHT PORTFOLIOS, LLC; CO-OWNER/CHIEF INVESTMENT OFFICER; 11 SE 2ND ST., LEE'S SUMMIT, MO 64063; REGISTERED INVESTMENT ADVISER; INVESTMENT RELATED: YES; TIME SPENT: APPROX 20/HRS PER MONTH. 2.WISE WEALTH, LLC; INVESTMENT ADVISER REPRESENTATIVE/FINANCIAL ADVISOR; 300 SW MAIN ST, LEE'S SUMMIT, MO 64063; INVESTMENT RELATED: YES; 20 HRS/MTH 3. THREE NINE INVESTMENTS, LLC; NON INVESTMENT RELATED; OWNER; HOLDING COMPANY; START DATE: 01/2016; 120 HRS/MTH AND 120 HRS/DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-16 |
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