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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-01 |
Branch Locations
3401 College Blvd, Leawood, KS 66211 • United States
One Bryant Park, New York, NY 10036 • 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 | 04/2026 | Present |
| Bank Of America, N.A. | Leawood | KS | 06/2026 | Present |
| Oracle | Kansas City | MO | 03/2000 | 01/2025 |
| Optima Capital Llc | Liberty | MO | 05/2024 | 04/2026 |
| Premier Network | Liberty | MO | 05/2024 | 04/2026 |
I*4578268 Entity Type: Charitable Name of OBA: Pleasant Valley Baptist Church Address: Liberty, Missouri, 64068 Investment Related: No Position, Title, Association: Committee Employee Start Date: 01/01/2023 Number of Hours: 40, Yearly Number of Hours during trading: 0 Duties: Provide guidance on personnel topics for the church such as employee handbook or policy wording specific to employment. provide guidance to the church leadership specific to personnel topics such as employment policies and processes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
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