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321 E Sunshine St. Suite 170, Springfield, MO 65807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-28 |
| MO | RA | APPROVED | 2026-02-18 |
Branch Locations
321 E Sunshine St. Suite 170, Springfield, MO 65807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heim, Young And Associates | Springfield | MO | 12/2016 | 02/2020 |
| Springfield Cardinals | Springfield | MO | 04/2010 | 10/2016 |
| Heim, Young And Associates | Springfield | MO | 02/2020 | 03/2022 |
| Bkd Wealth Advisors | Springfield | MO | 03/2022 | 05/2022 |
| Forvis Wealth Advisors, Llc | Springfield | MO | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Springfield | MO | 06/2024 | 01/2026 |
| Jkd Financial Planning, Llc | Springfield | MO | 01/2026 | Present |
| Jkd Tax Services, Llc | Springfield | MO | 01/2026 | Present |
JKD Tax Services, LLC; non-investment related; 844 W Swan St. Springfield, MO 65807; Tax Prep; Owner; 01/2026; 20-40 hrs./mo.; Prepare tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-24 |
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