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Justin Ronald Locke

Prosperity Planning

North Kansas City, MO

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Current Employers
Prosperity Planning

1920 Buchanan Street, North Kansas City, MO 64116 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-25
MO RA APPROVED 2023-03-23
  • TX RA
    APPROVED
    Since 2023-04-25
  • MO RA
    APPROVED
    Since 2023-03-23

Branch Locations

1920 Buchanan Street, North Kansas City, MO 64116 • 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
Holden First Baptist Church Holden MO 08/2011 12/2017
Promedica Hospice Butler MO 12/2015 01/2023
Prosperity Planning, Inc. Kansas City MO 01/2023 Present
  • 08/2011 → 12/2017
    Holden First Baptist Church
    Holden, MO
  • 12/2015 → 01/2023
    Promedica Hospice
    Butler, MO
  • 01/2023 → Present
    Prosperity Planning, Inc.
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-14
  • S65 Uniform Investment Adviser Law Examination
    2023-03-14
Designations

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · NORTH KANSAS CITY, MO
EDWARD JONES · North KANSAS CITY, MO
EDWARD JONES · NORTH KANSAS CITY, MO
PRIVATE CLIENT SERVICES, LLC · NORTH KANSAS CITY, MO
IN THE GAME WEALTH MANAGEMENT · NORTH KANSAS CITY, MO
PFS INVESTMENTS INC. · NORTH KANSAS CITY, MO
PFS INVESTMENTS INC. · NORTH KANSAS CITY, MO
CETERA INVESTMENT ADVISERS LLC · NORTH KANSAS CITY, MO

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