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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-13 |
Branch Locations
3301 Sw Highway 7 Suite A, Blue Springs, MO 64014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 02/2023 | 03/2026 |
| Earl Enterprises | Kansas City | MO | 02/2019 | 01/2023 |
| Kansas City Wealth Partners | Blue Springs | MO | 04/2015 | 02/2021 |
| University Of Missouri- Kansas City | Kansas City | MO | 01/2019 | 12/2020 |
| University Of Central Missouri | Warrensburg | MO | 08/2016 | 12/2018 |
| Raymond James Financial Services Advisors, Inc. | Blue Springs | MO | 04/2026 | Present |
| Raymond James Financial Services, Inc. | Blue Springs | MO | 04/2026 | Present |
(1) Name of Business: Kansas City Wealth Partners Address: 3301 SW Highway 7, Blue Springs, MO, 64014, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/08/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: preparing for meetings, workflows, client requests, documenting, organizing, answering the phone/greeting.\n
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-05 |
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