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1251 Nw Briarcliff Pkwy Ste 95, Kansas City, MO 64116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-22 |
| MO | RA | APPROVED | 2015-06-29 |
Branch Locations
1251 Nw Briarcliff Pkwy Ste 95, Kansas City, MO 64116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterneck Capital Management, Llc | Kansas City | MO | 10/2014 | Present |
| Highland Birch Group | Leawood | KS | 09/2009 | Present |
TRUSTEE ON THE BOARD OF TRUSTEES FOR EPR PROPERTIES, INC FROM 2013 TO PRESENT. NO RELATIONSHIP WITH STERNECK CAPITAL. STERNECK CAPITAL CONSIDERS EPR TO BE A RESTRICTED SECURITY AND THEREFORE IS NOT BOUGHT OR SOLD FOR CLIENTS. EPR IS A REIT WITH A FOCUS ON ENTERTAINMENT PROPERTIES AND CHARTER SCHOOLS. Receives pay as a facilitator/trainer for an Emerging Leaders Course through the KC Central Exchange. The Central Exchange is not affiliated with Sterneck Capital Management and presents no conflicts. Receives pay as a business consultant through Highland Birch LLC consulting firm. Is also paid as a speaker for various association or business/company events. Topics are around leadership development, networking, goal setting, etc. This is not affiliated with Sterneck Capital and prompts no conflicts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-02 |
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