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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-23 |
| MO | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED | 2024-10-23 |
Branch Locations
4400 Main Street, Kansas City, MO 64111-7709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-31 |
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