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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-12 |
| MO | RA | APPROVED | 2023-06-05 |
Branch Locations
900 Nw Pryor Rd, Lees Summit, MO 64081 • United States
890 E Langsford Rd, Lees Summit, MO 64063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montage Securities, Llc | Leawood | KS | 06/2016 | 06/2017 |
| Montage Investments, Llc | Leawood | KS | 06/2016 | 11/2016 |
| Tortoise Investment Partners, Llc | Leawood | KS | 11/2016 | 03/2020 |
| Tortoise Securities, Llc | Leawood | KS | 07/2017 | 03/2020 |
| England Furniture | Kansas City | MO | 05/2020 | 09/2022 |
| Planmember Securities Corporation | Carpinteria | CA | 09/2022 | 06/2023 |
| Forrest T. Jones & Co., Inc. Dba Ftj Retirement Advisors | Kansas City | MO | 09/2022 | 06/2023 |
| Ti Services Llc | Leawood | KS | 10/2016 | 03/2020 |
| J.P. Morgan Securities Llc | Lees Summit | MO | 06/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Lees Summit | MO | 06/2023 | Present |
| Tortoise Investments | Leawood | KS | 10/2016 | 03/2020 |
| Unemployed | Leawood | KS | 04/2020 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-16 |
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