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610 Market Street, Philadelphia, PA 19106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-06-25 |
| MO | RA | APPROVED | 2021-06-24 |
Branch Locations
610 Market Street, Philadelphia, PA 19106 • United States
Lee's Summit, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Bank Of America | Leawood | KS | 05/2018 | 02/2020 |
| Morgan Stanley | Kansas City | MO | 08/2016 | 05/2018 |
| Mvp Law Firm | Kansas City | KS | 08/2015 | 09/2016 |
| Rolland Studios, Inc | Raytown | MO | 02/2020 | 04/2020 |
| Student | Kansas City | MO | 05/2008 | 05/2018 |
| Ivy Distributors Inc | Shawnee Mission | KS | 04/2020 | 04/2021 |
| Waddell & Reed Inc | Overland Park | KS | 05/2020 | 04/2021 |
| Creative Planning, Llc | Overland Park | KS | 05/2021 | 06/2021 |
| Delaware Distributors, L.P. | Philadelphia | PA | 06/2021 | Present |
| Macquarie Investment Management | Philadelphia | PA | 06/2021 | Present |
| Nomura Capital Management Llc | St. Louis | MO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
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