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4400 Main Street, Kansas City, MO 64111-7709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-02-27 |
| MO | RA | APPROVED | 2022-07-01 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2016 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Kansas City | MO | 05/2017 | 08/2018 |
| Boys And Girls Clubs Of Greater Kansas City | Kansas City | MO | 01/2015 | 09/2016 |
| U.S. Soccer Program | Washington | DC | 01/2018 | 12/2020 |
| American Century Investments | Kansas City | MO | 09/2018 | Present |
| Madison Senior Living | Kansas City | MO | 09/2020 | 10/2023 |
| Scout & Cellar | Farmers Branch | TX | 03/2022 | 01/2023 |
| Cherry Co | Kansas City | MO | 02/2023 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-19 |
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