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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-17 |
| KS | RA | APPROVED | 2018-06-01 |
Branch Locations
11101 Switzer Rd Ste 100, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Virginia Beach | VA | 07/2011 | 05/2018 |
| Principal Life Insurance Company | Overland Park | KS | 05/2018 | Present |
| Principal Securities Inc. | Overland Park | KS | 05/2018 | Present |
| Stephens Heffner Financial Partners | Overland Park | KS | 06/2019 | Present |
***Fixed Insurance; Investment Related; 7300 W 110th St, Suite 220, Overland Park, KS 66210; Agent; Life, DI, Annuities, LTC, Health, Group Benefits; Start Date: 06/01/2018; 3 hrs per month; 3 during trading hours. ***Rental Property; Not Investment Related; 445 W 9th St, Apt 101, Kansas City, MO 64105; Renting Condo; Landlord, no duties; Start Date: 07/01/2018; 1 hrs per month; 0 during trading hours. KNOX FINANCIAL LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/23/2022 ADDRESS: 9509 N Baltimore Ave, Kansas City MO 64155, United States DESCRIPTION: Owner of LLC, 1099 income flows through for Business Expenses, future staff payroll, etc...
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-07 |
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