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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-07-17 |
| TX | RA | APPROVED | 2023-07-17 |
Branch Locations
4000 W. 114Th St. Ste 180, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Kansas City | MO | 03/2006 | Present |
| Morgan Stanley Smith Barney | Kansas City | MO | 06/2009 | Present |
| Wells Fargo Advisors Llc | Overland Park | KS | 11/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Leawood | KS | 07/2023 | Present |
INTELLEGO INVESTMENT PARTNERS LLC, INV RELATED, LEAWOOD, KS, 5% OWNERSHIP, START 2/1/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. KKBP23 LLC, INV RELATED, OVERLAND, KS, 100% OWNERSHIP, START 2/1/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-20 |
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