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3470 Ne Ralph Powell Road Suite A, Lee'S Summit, MO 64064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-08-27 |
Branch Locations
3470 Ne Ralph Powell Road Suite A, Lee'S Summit, MO 64064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Independence | MO | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Independence | MO | 11/2016 | 08/2019 |
| Strongbox Wealth, Llc | Lee's Summit | MO | 08/2019 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 08/2019 | Present |
1) STRONGBOX WEALTH. INVESTMENT RELATED BUSINESS. LOCATED AT 3470 NE RALPH POWELL RD, SUITE A, LEES SUMMIT, MO 64064. NATURE OF BUSINESS IS RIA. TITLE IS FOUNDING PARTNER. STARTED 08/2019. 160 HRS/MO DEVOTED - 6.5 HRS/DAY DURING TRADING. DUTIES ARE FINANCIAL ADVISOR & CLIENT SERVICE. 2)FIXED INSURANCE (PKSF). INVESTMENT RELATED BUSINESS. LOCATED AT 80 STATE ST, ALBANY, NY 12207. NATURE OF BUSINESS IS INSURANCE. TITLE IS INSURANCE AGENT. STARTED 08/2019. 4 HRS/MO - 1 HR/WEEK DEVOTED DURING TRADING. DUTIES ARE ADVISING CLIENTS ON FIXED INSURANCE PRODUCTS WHEN APPLICABLE. 3) Lee's Summit Chamber Foundation. Not investment related business. Located at Lee's Summit, MO. Board chair. Started 03/2022. Provide leadership, educational & financial support to the community in area of economic development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-01 |
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