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200 Southampton Dr Suite 101, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-02-16 |
Branch Locations
200 Southampton Dr Suite 101, Columbia, MO 65203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Columbia | MO | 08/1985 | 01/2017 |
| Cmo Llc | Columbia | MO | 01/1998 | Present |
| The W Group Llc | Columbia | MO | 07/2008 | Present |
| Lpl Financial | Columbia | MO | 01/2017 | 03/2020 |
| V Wealth Advisors Llc | Overland Park | KS | 01/2017 | 07/2020 |
| Wr Wealth Planners Llc | Columbia | MO | 05/2020 | 03/2025 |
| Deer Hollow Llc | Columbia | MO | 03/2021 | Present |
| Waddell & Reed, Inc. | Columbia | MO | 05/1997 | 01/2017 |
| Wilkerson Advisory Group | Columbia | MO | 02/2025 | Present |
1. 07/2008 - The W Group, LLC; Partner/Insurance Agent; Investment related; Fixed Insurance/ Non-Variable Insurance sales; Approximately 10 hours spent per month; Approximately 10 hours per month spent during securities trading hours; Columbia, MO. 2. 01/1998 - CMO LLC; Not investment related; Managing Member; Real Estate Rental; Columbia, MO; Approximately 20 hours spent per month; 0 hours spent per month during securities trading hours. 3. 03/2021 - Deer Hollow LLC; Not investment related; Owner; Personal farmland real estate investment; Columbia, MO; Approximately 4 hours spent per month; 0 hours spent per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-08-01 |
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