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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-11-20 |
Branch Locations
9000 Brooktree Road Suite 150, Wexford, PA 15090-9255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Sand Investments | Kansas City | MO | 04/2003 | Present |
| Waddell & Reed Inc | Overland Park | KS | 07/2010 | 06/2017 |
| Ivy Funds Distributor Inc | Overland Park | KS | 07/2010 | 06/2017 |
| Citizens Securities, Inc. | Mercer | PA | 10/2017 | 11/2020 |
| Edward Jones | St. Louis | MO | 11/2020 | Present |
White Sand Investments, LLC. Type: Real Estate Holding Company Date: 04/01/03 City-State: Kansas City MO Title: Owner Trade Hours: 1 Total Hours: 1 Desc: I have other people work on properties and collect rents. I work less that 1 hour a month just helping if tenants have a problem that can't get resolved.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-28 |
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