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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-12-15 |
Branch Locations
600 Sw Jefferson Street Suite 208, Lees Summit, MO 64063 • 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 |
|---|---|---|---|---|
| American Family Insurance | Madison | WI | 12/2011 | 03/2020 |
| Massmutual Life Insurance Co | Overland Park | KS | 03/2020 | 12/2021 |
| Mml Investors Services, Llc | Overland Park | KS | 04/2020 | 12/2021 |
| Raymond James Financial Services, Inc. | Lees Summit | MO | 12/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Lees Summit | MO | 12/2021 | Present |
| Beyond Wealth Advisors | Lees Summit | MT | 12/2021 | Present |
(1)Name of Business: Address: 600 SW Jefferson Street, Lees Summit, MO, 64063, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 01/25/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I wish to write insurance products directly through Mass Mutual (Synergy Wealth Solutions) based on my familiarity with their products, to serve the needs of my clients. (2)Name of Business: Beyond Wealth Advisors Address: 600 SW Jefferson St Ste 208, Lees Summit, MO, 64063-3988, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/20/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent Financial Advisor (3) Name of Business: Hocker Financial Services, LLC Address: 600 SW Jefferson Street, Lees Summit, MO, 64063, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/09/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This company has been set up for tax purposes only, and is in no way used for marketing purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-08 |
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