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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 02/2025 | 05/2026 |
| Baker University | Olathe | KS | 01/2023 | 12/2024 |
| Filter Services Company | Olathe | KS | 01/2022 | 08/2024 |
| Morgan Hunter | Baldwin City | KS | 10/2023 | 05/2024 |
| Hewn | Shawnee | KS | 10/2021 | 10/2023 |
| Midamerica Nazarene University | Olathe | KS | 08/2020 | 05/2022 |
| Whelan Event Staffing Services | Lawrence | KS | 12/2022 | 02/2023 |
| Olathe Parks And Recreation | Olathe | KS | 05/2019 | 09/2021 |
| Ymca | Olathe | KS | 05/2018 | 08/2018 |
| Olathe North High School | Olathe | KS | 05/2016 | 08/2020 |
| Raymond James Financial Services, Inc. | El Dorado | KS | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | El Dorado | KS | 07/2026 | Present |
| Lj Lechtenberg Strategic Financial Partners Llc | El Dorado | KS | 07/2026 | Present |
| Morgan Stanley | Purchase | NY | 11/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-03 |
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