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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED_RES | 2023-04-17 |
| KS | RA | APPROVED | 2023-03-28 |
Branch Locations
1210 W 135Th Ter, Kansas City, MO 64145 • United States
700 S State Route 291, Liberty, MO 64068 • United States
7624 State Line Rd, Prairie Village, KS 66208 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Prairie Village | KS | 04/2019 | Present |
| Gilbertson Restaurants | Parkville | MO | 07/2022 | Present |
| Bokf Dba Mobank | Overland Park | KS | 10/2018 | 04/2019 |
| Bmo Harris Bank | Olathe | KS | 06/2017 | 10/2018 |
| Us Bank | Overland Park | KS | 11/2013 | 05/2017 |
Gilbertson Restaurants-not investment related-10720 Parallel Pkwy Kansas City, KS 66109-fast food restaurant-Shift Manager-started 7/2022-35 hours weekly-none during securities trading hours-ensure food is safe and provided quickly to customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-19 |
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