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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| KS | RA | APPROVED | 2026-02-02 |
Branch Locations
13451 Briar Dr, Leawood, KS 66209 • United States
2001 Shawnee Mission Pkwy Ste 120, Mission Woods, KS 66205 • United States
100 4-H Lansing, Lansing, KS 66043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snap-On Incorporated | Kenosha | WI | 07/2021 | 09/2022 |
| The Pembroke Hill School | Kansas City | MO | 08/2007 | 07/2021 |
| Country Club Bank | Mission Woods | KS | 09/2022 | 02/2026 |
| Money Concepts Capital Corp | Mission Woods | KS | 09/2022 | 02/2026 |
| Raymond James Financial Services, Inc. | Mission Woods | MO | 02/2026 | Present |
| Fnbo | Mission Woods | MO | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Mission Woods | MO | 02/2026 | Present |
(1)Name of Business: First Investments and Planning Address: 2001 Shawnee Mission Pkwy Ste 120, Mission Woods, KS, 66205-2060, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment professional for First Investments and Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-12 |
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