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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-06-21
KS RA APPROVED 2021-11-30
  • MO RA
    APPROVED
    Since 2023-06-21
  • KS RA
    APPROVED
    Since 2021-11-30

Branch Locations

10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States

Smithville, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2008 → 02/2018
    Helzberg Diamonds
    North Kansas City, MO
  • 11/2017 → 02/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2017 → 02/2019
    Rps Financial Group
    Leawood, KS
  • 03/2019 → 06/2021
    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 → Present
    Second Opinion Consulting, Llc
    Smithville, MO
  • 07/2021 → 02/2022
    Infinitas
    Overland Park, KS
  • 07/2021 → 02/2022
    Waltham, MA
  • 02/2022 → Present
    Waltham, MA
  • 02/2022 → Present
    Infinitas
    Overland Park, KS
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-18
  • S66 Uniform Combined State Law Examination
    2021-11-18
Other Names
  • Melissa Joy Reese
  • Melissa Joy Reese
  • Melissa Joy Myers

View on SEC IAPD

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