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Joseph Patrick Thomas

American Century Investments Private Client Group, Inc.

Kansas City, MO

Lees Summit, MO

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Current Employers
American Century Investments Private Client Group, Inc.

4400 Main Street, Kansas City, MO 64111-7709 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2020-06-13
TX RA APPROVED 2020-06-13
  • MO RA
    APPROVED
    Since 2020-06-13
  • TX RA
    APPROVED
    Since 2020-06-13

Branch Locations

4400 Main Street, Kansas City, MO 64111-7709 • United States

Lees Summit, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Century Investment Services Kansas City MO 10/2010 Present
Trackmy Solutions Kansas City MO 07/2019 10/2020
  • 10/2010 → Present
    American Century Investment Services
    Kansas City, MO
  • 07/2019 → 10/2020
    Trackmy Solutions
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-13
S63 Uniform Securities Agent State Law Examination 2010-10-29
  • S65 Uniform Investment Adviser Law Examination
    2020-06-13
  • S63 Uniform Securities Agent State Law Examination
    2010-10-29
Other Names
  • Joseph P Thomas
  • Joseph Patrick Thomas
  • Joe Patrick Thomas
  • Joe Pat Thomas
  • Joe Thomas
  • Joseph Thomas

View on SEC IAPD

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Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

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