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1900 Shawnee Mission Parkway Suite 315, Mission Woods, KS 66205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-05 |
| KS | RA | APPROVED | 2025-03-04 |
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 | 06/2010 | 08/2020 |
| Ivy Distributors, Inc | Shawnee Mission | KS | 12/2014 | 04/2021 |
| Creative Planning, Llc | Overland Park | KS | 05/2021 | 05/2023 |
| Palmer Square Capital Management, Llc | Mission Woods | KS | 02/2025 | Present |
| Foreside Fund Services, Llc | Mission Woods | KS | 02/2025 | Present |
| Country Club Bank | Kansas City | MO | 05/2023 | 02/2025 |
Palmer Square Capital Management, LLC; Investment Related; Mission Woods, KS; 02/2025; Vice President, Client Solutions; Promoting Palmer Square approved funds.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-21 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-19 |
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