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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-05 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
3806 Buttonwood Dr Ste 102, Columbia, MO 65201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jk Financial, Llc | Columbia | MO | 07/2025 | Present |
| Walmart | Bentonville | AR | 09/2021 | 07/2025 |
| Communityamerica Credit Union | Lenexa | KS | 09/2020 | 09/2021 |
| Deloitte | Denver | CO | 09/2018 | 09/2020 |
| University Of Missouri | Columbia | MO | 08/2017 | 08/2018 |
| Deloitte | Chicago | IL | 06/2017 | 08/2017 |
| University Of Missouri Systems | Columbia | MO | 09/2016 | 05/2017 |
| University Of Missouri | Columbia | MO | 08/2016 | 05/2017 |
| Integrity Advisory Solutions | Columbia | MO | 09/2025 | Present |
1. JK Financial, LLC; Investment related; 3806 Buttonwood Dr, Ste 102, Columbia, MO, 65201; DBA for securities business; IAR; 09/05/2025; 160 hours per month; 160 hours during securities business; Investment Advisor Representative & financial planning. 2. Missouri Holdings NF, LLC; Investment related; 117 S Lexington St, Ste 100, Harrisonville, MO 64701; Financial consulting & professional services; Organizer, General Manager; 06/24/2025; 0 hours per month; 0 hours during securities trading hours; Consulting and professional services - finance, accounting, financial planning, and business strategy. 3. SENIOR BENEFIT SERVICES POSITION: Employee NATURE: Insurance agency providing health insurance, specifically focusing on Medicare; and life insurance, including fixed and indexed annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2026 ADDRESS: 901 W Main Street, Ste 210, Blue Springs MO 64015, United States DESCRIPTION: I work with clients and prospective clients to educate about insurance products and determine suitability. If the client's objectives and situation are appropriate for an insurance product, SBS agents will produce insurance through application and underwriting assistance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-18 |
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