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Current Employers
American Century Investments Private Client Group, Inc.

4400 Main Street, Kansas City, MO 64111-7709 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-10-23
MO RA APPROVED 2024-10-23
TX RA APPROVED 2024-10-23
  • KS RA
    APPROVED
    Since 2024-10-23
  • MO RA
    APPROVED
    Since 2024-10-23
  • TX RA
    APPROVED
    Since 2024-10-23

Branch Locations

Lenexa, KS • United States

4400 Main Street, Kansas City, MO 64111-7709 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commerce Brokerage Services Kansas City MO 04/2014 10/2016
The Commerce Trust Co Wichita KS 09/2016 10/2016
Waddell & Reed, Inc Shawnee Mission KS 11/2016 10/2021
Idreammeals Overland Park KS 04/2017 09/2017
Idream Athletics Overland Park KS 10/2017 10/2021
Sole Proprietor Overland Park KS 04/2013 10/2021
Keller Williams Realty Partners Inc Overland Park KS 01/2018 08/2018
United Real Estate Kansas City MO 08/2018 10/2021
Pel Real Estate, Llc Lenexa KS 12/2020 Present
Lpl Financial Lenexa KS 10/2021 10/2024
American Century Investment Services, Inc. Kansas City MO 10/2024 Present
United Real Estate Kansas City MO 02/2010 Present
Star Flooring Llc Leavenworth KS 05/2025 Present
  • 04/2014 → 10/2016
    Commerce Brokerage Services
    Kansas City, MO
  • 09/2016 → 10/2016
    The Commerce Trust Co
    Wichita, KS
  • 11/2016 → 10/2021
    Waddell & Reed, Inc
    Shawnee Mission, KS
  • 04/2017 → 09/2017
    Idreammeals
    Overland Park, KS
  • 10/2017 → 10/2021
    Idream Athletics
    Overland Park, KS
  • 04/2013 → 10/2021
    Sole Proprietor
    Overland Park, KS
  • 01/2018 → 08/2018
    Keller Williams Realty Partners Inc
    Overland Park, KS
  • 08/2018 → 10/2021
    United Real Estate
    Kansas City, MO
  • 12/2020 → Present
    Pel Real Estate, Llc
    Lenexa, KS
  • 10/2021 → 10/2024
    Lpl Financial
    Lenexa, KS
  • 10/2024 → Present
    American Century Investment Services, Inc.
    Kansas City, MO
  • 02/2010 → Present
    United Real Estate
    Kansas City, MO
  • 05/2025 → Present
    Star Flooring Llc
    Leavenworth, KS
Previous Registrations
  • 2021-11-15 → 2024-10-17
    San Diego, CA
  • 2016-12-07 → 2021-08-23
    Waddell & Reed
    Overland Park, KS
    Overland Park, KS
  • 2014-06-02 → 2016-09-01
    Commerce Brokerage Services, Inc.
    Kansas City, MO
    Kansas City, MO
    St. Louis, MO
    Kansas City, MO
    Lawrence, KS
    Leavenworth, KS
Other Businesses

1. PEL Real Estate; Not Investment-Related; 13716 W 7th Terrace, Lenexa, KS 66216; Rental/ Purchase and sale of residential and commercial properties; Business Owner; Owner and President; 12/31/2020; 5 hours per month; 0 hours during securities trading; property management, acquisition and disposition of real estate. 2. United Real Estate; Not Investment-Related; 8320 N Oak Trfy, Kansas City, MO 64118; Real Estate Services; Rel Estate Agent; Date 02/09/2010; Less than 10 hours per month; 1-5 hours during securities trading hours; Assist with the purchase and sale of residential and commercial real estate. 3. Star Flooring LLC; Not Investment Related; 513 Delaware St, Leavenworth, KS 66048; Flooring sales; Owner; Owner; 05/14/2025; 10 hours per month; 0 hours during securities trading hours; Purchase and sale of flooring material.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-31
  • S66 Uniform Combined State Law Examination
    2014-05-31
Designations

View on SEC IAPD

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