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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-18 |
| MO | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED | 2025-03-18 |
Branch Locations
13350 W. 95Th St, Lenexa, KS 66227 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 10/2021 | 12/2023 |
| Freedom Bank | Overland Park | KS | 06/2017 | 10/2021 |
| Ups | Overland Park | KS | 11/2017 | 01/2018 |
| University Of Kansas | Lawrence | KS | 01/2017 | 05/2020 |
| Johnson County Community College | Overland Park | KS | 08/2014 | 05/2020 |
| Bank Of America N.A. | Leawood | KS | 11/2022 | 12/2023 |
| Northwestern Mutual Investment Services Llc | Leawood | KS | 03/2024 | 03/2025 |
| John Black | Leawood | KS | 02/2024 | 05/2024 |
| John Black | Leawood | KS | 05/2024 | 03/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2024 | 03/2025 |
| Modern Wealth Management, Llc | Lenexa | KS | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-23 |
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