Richard Blake Briscoe

Current Employers

Employment History

• 04/2007 → 06/2017
  Bmp Properties
  Shawnee, KS
• 04/2010 → 05/2017
  Umb Distribution Services, Llc
  Milwaukee, WI
• 04/2010 → 05/2017
  Scout Distributors Llc
  Kansas City, MO
• 05/2017 → 01/2019
  Palmer Square Capital Management, Llc
  Mission Woods, KS
• 08/2017 → 01/2019
  Foreside Fund Services, Llc
  Mission Woods, KS
• 02/2019 → 10/2019
  Kavar Capital Partners, Llc
  Leawood, KS
• 10/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO

Previous Registrations

• 2017-06-02 → 2020-04-20
  Palmer Square Capital Management Llc
  Mission Woods, KS
• 2019-02-08 → 2019-10-02
  Kavar Capital Partners, Llc
  Leawood, KS
• 2010-09-16 → 2017-05-01
  Scout Investments, Inc.
  Kansas City, MO
• 2007-01-03 → 2007-10-26
  J.P. Morgan Institutional Investments Inc.
  Kansas City, MO

Other Businesses

I*128445For profit or not for profit: Non-Profit OrganizationName of outside business organization: KVC Health Systems IncInvestment related: NAddress of business:Olathe, Kansas 66061Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 5/1/2019Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: KVC Health Systems General Board is comprised of Kansas City area business men and women who are committed to supporting and promoting KVC s mission of enhancing the lives of children and families. Board members do this by attending monthly meetingsI*1200258For profit or not for profit: Entity For ProfitName of outside business organization: Briscoe Interiors LLCInvestment related: NAddress of business: Overland Park, Kansas, 66213Nature of business: ["Corporation"]Position, title, association: ["Other"], Start date of relationship: 2/27/2023Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Signer on bank account, Zero responsibilities, this is just my wife's design business. I am just listed on her business checking account and helped get her set up with a SEP IRA to save for retirement. I*3163290 Entity Type: Entity For Profit Name of OBA: Walk Your Plans - Kansas City Address: Overland Park, Kansas, 66213 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/01/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: This is a territory licensee ownership of a company called "Walk Your Plans". This is a business that I will co-own with my wife Meaghan. But Meaghan will be running 100% of the day-to-day operations. The company functions as a life-sized digital projection of architectural floor plans. Architects, builders and designers will reserve space and utilized the projection equipment so they can walk through floor plans with their clients in life size. We have NOT yet purchased or signed a licensee agreement with this company, but I am submitting the OBA for initial approval. Limited administrative functions on the weekends if my wife needs any help.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-14
• S63 Uniform Securities Agent State Law Examination
  2010-06-24

Other Names

• Blake Briscoe