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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-21 |
| KS | RA | APPROVED | 2021-11-30 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
Smithville, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Helzberg Diamonds | North Kansas City | MO | 06/2008 | 02/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2017 | 02/2019 |
| Rps Financial Group | Leawood | KS | 11/2017 | 02/2019 |
| Mml Investors Services, Llc | Platte City | MO | 03/2019 | 06/2021 |
| Massmutual Life Insurance Company/The Opus Group Of Va | Platte City | MO | 03/2019 | 06/2021 |
| Second Opinion Consulting, Llc | Smithville | MO | 03/2019 | Present |
| Infinitas | Overland Park | KS | 07/2021 | 02/2022 |
| Commonwealth Financial Network | Waltham | MA | 07/2021 | 02/2022 |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | Present |
| Infinitas | Overland Park | KS | 02/2022 | Present |
1. Owner, Second Opinion Consulting, LLC DBA Mel Myers; providing business consulting; Located in Smithville, MO; as of 02/27/2019; 2% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2. Fixed insurance sales; as of 08/27/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Business Consulting; Second Opinion Consulting, LLC DBA Mel Myers; Located in Smithville, MO, as of 08/27/2021; 5% of time spent during business hours; Not conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
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