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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Lees Summit, MO • 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, Inc. | Kansas City | MO | 10/2022 | Present |
| Summit Funding | Lees Summit | MO | 12/2020 | 10/2022 |
| Chewy | Belton | MO | 05/2022 | 07/2022 |
| Price Chopper | Lees Summit | MO | 01/2022 | 05/2022 |
| Primelending | Lees Summit | MO | 06/2017 | 12/2020 |
| University Of Saint Mary | Leavenworth | KS | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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