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3001 N. Oak Trafficway, North Kansas City, MO 64116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-19 |
| KS | RA | APPROVED | 2020-11-23 |
| MO | RA | APPROVED | 2020-02-07 |
| TX | RA | APPROVED | 2020-02-07 |
Branch Locations
3001 N. Oak Trafficway, North Kansas City, MO 64116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Kansas City | MO | 05/2016 | 11/2017 |
| Moloney Securities Co., Inc. | Manchester | MO | 11/2017 | 02/2020 |
| Moloney Securities Asset Management, Llc | Manchester | MO | 11/2017 | 02/2020 |
| Delta Wealth Solutions, Llc | Kansas City | MO | 02/2020 | Present |
| Independent Agent | Kansas City | MO | 04/2014 | 04/2020 |
PHI GAMMA DELTA; 104 E BROADWAY COLUMBIA MO 65203; COLLEGE FRATERNITY; COMMERCE TRUST; HOUSE CORPS BOARD TREASURER; BALANCE CHECK BOOK, HELP BUDGET, KEEP TOTAL ON OPPERATING ACCOUNT FUNDS; AFFILIATION STARTED 01/01/2016; 3 HOUR PER MONTH; NOT DURING SECURITIES TRADING HOURS; HE SERVES ON THE HOUSE CORPORATION BOARD FOR HIS FORMER FRATERNITY. THE HOUSE CORPORATION BOARD IS A GROUP OF 10 ALUMNI WHO OVERSEE THE DEALINGS OF THE UNDERGRADUATE CHAPTER OF THE FRATERNITY; NOT INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
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