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14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-03 |
Branch Locations
1 Ward Pkwy, Kansas City, MO 64112 • United States
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Webster Groves | MO | 10/2014 | 07/2018 |
| Bank Of America, N.A. | Webster Groves | MO | 11/2014 | 07/2018 |
| Wells Fargo Advisors Financial Network, Llc | Overland Park | KS | 07/2018 | 08/2022 |
| Country Club Trust Company | Kansas City | MO | 09/2022 | Present |
| First National Advisers, Llc | Omaha | NE | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-22 |
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