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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-15 |
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
280 Ne Barry Rd, Kansas City, MO 64155 • United States
1467 Main St, Kansas City, MO 64105 • United States
8435 N Booth Ave, Kansas City, MO 64158 • United States
4181 Sterling Ave, Kansas City, MO 64133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2016 | 06/2017 |
| National Pension & Group Consultants, Inc. | Kansas City | MO | 08/2017 | 11/2017 |
| Forrest T. Jones & Company | Kansas City | MO | 08/2017 | 11/2017 |
| Unemployed | Overland Park | KS | 07/2017 | 07/2017 |
| Unemployed | Olathe | KS | 12/2017 | 12/2017 |
| Forrest T. Jones & Co, Inc. Dba Ftj Retirement Advisors | Kansas City | MO | 01/2018 | 03/2023 |
| National Pension & Group Consultants, Inc. | Kansas City | MO | 01/2018 | 03/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 03/2020 | 02/2023 |
| Rogers State University | Claremore | OK | 08/2021 | 06/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2023 | 11/2023 |
| Adaptation Financial Advisors Inc. | Oklahoma City | OK | 03/2023 | 11/2023 |
| J.P. Morgan Securities Llc | Kansas City | MO | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Kansas City | MO | 03/2024 | Present |
| National Pension & Group Consultants | Kansas City | MO | 01/2018 | 03/2018 |
| Fidelity Security Life | Kansas City | ME | 08/2017 | 11/2017 |
| Fidelity Security Life | Kansas City | MO | 01/2018 | 03/2023 |
| Unemployed | Saint Joseph | MO | 12/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-17 |
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