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5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-17 |
| KS | RA | APPROVED | 2019-11-06 |
Branch Locations
5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Kansas City | MO | 05/2014 | 08/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Kansas City | MO | 07/2014 | 08/2018 |
| A.D. Rogers & Associates Llc | Kansas City | MO | 09/2014 | Present |
| The Bacchus Foundation | Kansas City | MO | 06/2015 | 06/2018 |
| Lpl Financial, Llc | Kansas City | MO | 08/2018 | Present |
| Legacy Financial Strategies, Llc | Leawood | KS | 11/2019 | Present |
1. 08/21/2018 - BMG ADVISORS/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED / 5%/ KANSAS CITY, MO 2. 08/21/2018 - A.D. ROGERS & ASSOCIATES LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED / 100%/ KANSAS CITY, MO 3. 08/21/2018 - BMG ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ KANSAS CITY, MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-28 |
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