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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-14 |
| KS | RA | APPROVED | 2021-11-23 |
| MO | RA | APPROVED | 2021-11-09 |
Branch Locations
4911 N Oak Trfy, Kansas City, MO 64118 • United States
9000 Nw 45 Hwy, Parkville, MO 64152 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chiron Investment Management Llc | Leawood | KS | 06/2016 | 07/2020 |
| Foreside Fund Services, Llc | Leawood | KS | 06/2016 | 02/2020 |
| Fs Investment Solutions, Llc | Leawood | KS | 03/2020 | 07/2020 |
| Selectquote | Overland Park | KS | 10/2020 | 09/2021 |
| Extensis | Leawood | KS | 06/2016 | 10/2017 |
| Uemployed | Kansas City, | MO | 08/2020 | 09/2020 |
| J.P. Morgan Securities Llc | Kansas City | MO | 10/2021 | Present |
| Jp Morgan Chase Bank, N.A. | Kansas City | MO | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-30 |
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