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1900 Shawnee Mission Parkway Suite 315, Mission Woods, KS 66205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-06-16 |
Branch Locations
1900 Shawnee Mission Parkway Suite 315, Mission Woods, KS 66205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Overland Park | KS | 01/2014 | 08/2020 |
| Ivy Distributors, Inc | Shawnee Mission | KS | 01/2014 | 02/2021 |
| Palmer Square Capital Management, Llc | Mission Woods | KS | 03/2021 | Present |
| Foreside Fund Services, Llc | Mission Woods | KS | 04/2021 | Present |
1) Palmer Square Capital Management LLC; Investment-Related; Mission Woods, KS; Associate, Business Development; Start 3/2021; 176hrs per month, 0 during trading hours; Raising assets in Palmer Square's products through Institutional and RIA clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
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