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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-14 |
| MO | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED | 2025-03-14 |
Branch Locations
Overland Park, KS • United States
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 |
|---|---|---|---|---|
| American Century Investment Services, In.c | Kansas City | MO | 06/2022 | Present |
| Kansas City Area Development Council | Kansas City | MO | 08/2021 | 05/2022 |
| Lawrence Public Library | Lawrence | KS | 07/2020 | 08/2021 |
| University Of Kansas | Lawrence | KS | 08/2019 | 05/2020 |
| Milburn Country Club | Overland Park | KS | 06/2019 | 08/2019 |
| University Of Kansas | Lawrence | KS | 08/2018 | 05/2019 |
| Milburn Country Club | Overland Park | KS | 05/2018 | 08/2018 |
| University Of Kansas | Lawrence | KS | 08/2017 | 05/2018 |
| Milburn Country Club | Overland Park | KS | 08/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-16 |
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