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913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-16 |
| KS | RA | APPROVED | 2024-05-15 |
Branch Locations
6300 Nall Avenue, Mission, KS 66202 • United States
3201 Mcclelland Blvd Suite C, Joplin, MO 64804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commerce Bank | Kansas City | MO | 06/2016 | 03/2018 |
| Morgan Stanley Smith Barney Llc | Kansas City | MO | 03/2018 | 03/2023 |
| Morgan Stanley Private Bank, N.A. | Kansas City | MO | 03/2018 | 03/2023 |
| Copper Financial Network, Llc | Lenexa | KS | 03/2023 | 03/2024 |
| Arvest Bank | Mission | KS | 04/2024 | Present |
| Arvest Wealth Management | Mission | KS | 05/2024 | Present |
(1) Color the World; Not investment-related; 700 NE Lake Point Dr, Lee's Summit, MO 64064; Provide assistance to parentless and low income children and young adults; Co-founder and Board of Directors; Feb 2023; 5 hrs; 0 hrs during trading hours; Fundraising and make decisions on behalf of the organization. (2) TikTok; Not investment-related; 700 NE Lake Point Dr, Lee's Summit, MO 64064; TikTok videos; Influencer; June 2020; 3 hrs; 0 hrs during trading hours; Create promotional videos. (3) Luxo Mock LLC; Not investment-related; 310 Tendick, Unit 1104, San Antonio, TX 78209; Retail; Member; March 2023; 5 hrs; 0 hrs during trading hours; Member. (4) MFRM LLC; Not investment-related; 700 NE Lake Point Dr, Lee's Summit, MO 64064; E-commerce; Co-Owner; April 2023; 0 hrs; 0 hrs during trading hours; Reselling items. (5) Monster Tamer, LLC; Not Investment Related; 700 NE Lake Point Dr, Lee's Summit, MO 64064; Organic magnesium spray for kids; Organizer; 1/31/24; 0 hrs-on hold; 0 hrs during trading hours; On hold (6) Shree Holdings, LLC; Not Investment Related; 700 NE Lake Pointe Dr, Lee's Summit, MO 64064; Real Estate; Owner; 9/15/21; 0 hrs; 0 hrs during trading hours; Not using this LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-03 |
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