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9613 Lake Shore Drive, Lake Lotawana, MO 64086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-08-27 |
| MO | RA | APPROVED | 2024-05-30 |
Branch Locations
9613 Lake Shore Drive, Lake Lotawana, MO 64086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 01/2012 | 03/2017 |
| Banc Of America, N.A. | Leawood | KS | 04/2012 | 03/2017 |
| Wise Wealth, Llc | Lee'S Summit | MO | 03/2017 | Present |
| Lakeshore Wealth Management Llc | Lake Lotawana | MO | 04/2024 | Present |
LICENSED INSURANCE AGENT; INSURANCE SALES(LIFE,ACCIDENTAL&HEALTH); INVESTMENT RELATED:Y; SPENDS APPROX. 10 HRS/WK ON THIS ACTIVIY. FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-24 |
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