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9777 Ridge Drive, Suite 360, Lenexa, KS 66219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-18 |
Branch Locations
9777 Ridge Drive, Lenexa, KS 66219 • United States
6390 N Cosby Ave, Kansas City, MO 64151 • United States
3426 S 4Th St, Leavenworth, KS 66048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investments | Kansas City | MO | 05/2013 | 03/2024 |
| Copper Financial Network, Llc | Lenexa | KS | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-15 |
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