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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-03-06 |
| TX | RA | APPROVED | 2018-06-06 |
| KS | RA | APPROVED | 2018-06-01 |
Branch Locations
1200 Main St, Kansas City, MO 64105 • United States
1 Cowboys Way, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 02/2018 | Present |
| University Of Missouri | Columbia | MO | 01/2015 | 01/2018 |
| Bank Of America, N.A. | Leawood | KS | 06/2018 | Present |
I*1768263, Entity Type: Entity Not for Profit, Name of OBA: Enterprise Center of Johnson County, Inc., Address: Lee's Summit,Missouri 64064, Investment Related: N, Position, Title, Association: Volunteer, Employee Start Date: 03/25/2024, No Hours: 0, No Hours during trading: 0, Duties: I volunteer for the Growth Mentoring Service (GMS which is housed out of the Enterprise Center for Johnson County (ECJC). This group meets once a month to hear from an entrepreneur who is looking to enter into the mentor program. Those in attendance are former business owner's, retired executives and service providers such as CPAs and bankers. The intent of me participating was to get exposure to these individuals as many of them could be PB qualified. If I have interest, I can chose to volunteer to be a member of a three person team who meets with the business owner to discuss the business and provide guidance on potential next steps. The other two individuals are also volunteers. None of us have ownership, control nor have the opportunity. There is no compensation or possibility of getting future compensation for our insights. This is not a formal board for the business and all members can stop participating at any time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
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