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Rory Drew Jones

Dogwood Wealth Management, LLC

Lenexa, KS

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Current Employers
Dogwood Wealth Management, Llc

8813 Penrose Ln Suite 350, Lenexa, KS 66219 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-10-04
MO RA APPROVED 2024-10-04
  • KS RA
    APPROVED
    Since 2024-10-04
  • MO RA
    APPROVED
    Since 2024-10-04

Branch Locations

8813 Penrose Ln Suite 350, Lenexa, KS 66219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barber Financial Group Lenexa KS 09/2008 12/2023
Modern Wealth Management, Llc Lenexa KS 04/2023 10/2024
Dogwood Wealth Management, Llc Lenexa KS 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-14
S63 Uniform Securities Agent State Law Examination 2010-02-02
  • S66 Uniform Combined State Law Examination
    2011-12-14
  • S63 Uniform Securities Agent State Law Examination
    2010-02-02
Designations
Other Names
  • Drew Jones

View on SEC IAPD

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