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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-12-16 |
Branch Locations
3400 College Blvd Suite 100, Leawood, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Leawood | KS | 07/2013 | 06/2020 |
| Wells Fargo Advisors Financial Network, Llc | Leawood | KS | 06/2020 | 09/2024 |
| Wells Fargo Advisors Financial Network, Llc | Leawood | MO | 12/2025 | Present |
| Jackson Hewitt | Overland Park | KS | 12/2024 | 02/2025 |
| Unemployed | Leawood | MO | 09/2024 | 12/2024 |
| Retired | Leawood | MO | 02/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-27 |
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