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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-09-13 |
| MO | RA | APPROVED | 2024-09-13 |
| IA | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED_RES | 2024-09-05 |
Branch Locations
3806 Buttonwood Dr Suite 102, Columbia, MO 65203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concorde Asset Management, Llc | Livonia | MI | 06/2020 | 12/2020 |
| Full Time Student | Columbia | MO | 01/2013 | 05/2019 |
| Wr Wealth Planners Llc | Columbia | MO | 01/2021 | Present |
| Senior Benefit Services | Columbia | MO | 05/2017 | Present |
| Integrity Advisory Solutions | Columbia | MO | 09/2024 | Present |
1. JK Financial, LLC; Investment related; 3806 Buttonwood Dr, Suite 102, Columbia, MO 65201; DBA for insurance and securities business; IAR & insurance agent; 05/27/2019; 0 hours per month; 0 hours during trading hours; DBA for insurance and securities business. 2. Kaufman Family Farms, Inc; Not investment related; 6950 South Sabine Dr Columbia, MO 65203; Farming; Farm Hand; 08/01/2017; 10 hours per month; 8 hours during trading hours; Planting & harvesting. 3. Senior Benefit Services; Investment related; 801 Gray Oak Dr Columbia, MO 65201; Fixed insurance & annuity sales; Insurance Agent; 20 hours per month; 12 hours during securities hours; Meet with prospective clients and recommend life insurance products depending on goals and needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-21 |
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