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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-09-13 |
Branch Locations
3806 Buttonwood Drive Suite 102, Columbia, MO 65201 • United States
1300 North Us Highway 65 Suite 2, Carrollton, MO 64633 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Benefit Services | Columbia | MO | 02/2002 | Present |
| Concorde Investment Services | Livonia | MI | 08/2016 | 12/2020 |
| Concorde Asset Management, Llc | Livonia | MI | 10/2020 | 12/2020 |
| Wr Wealth Planners Llc | Columbia | MO | 01/2021 | Present |
| Jk Financial, Llc | Columbia | MO | 01/2016 | Present |
| Integrity Advisory Solutions | Columbia | MO | 09/2024 | Present |
1. Senior Benefit Services; Investment related; 803 Gray Oak Drive, Columbia, MO 6520; Fixed insurance, Medicare & Annuity sales; Agent; 04/01/2002; 60 hours per month; 60 hours during trading hours; Practice includes life and health insurance including Medicare Supplement coverage, Medicare Advantage plans, Rx Plans, Whole Life Insurance, Nursing Facility, LTC and HHC plans, Cancer plans, and Hosp Indemnity plans. 2. JK Financial, LLC; Investment related; 3806 Buttonwood Dr, Ste 102, Columbia, MO 65201; DBA for insurance & securities business; IAR & agent; 04/01/2016; 0 hours per month; 0 hours during trading hours; DBA for securities & insurance. 3. Jason Kemble, LLC; Investment related; 6320 N Hawk Rd Columbia, MO 65202; LLC for income/payments/expenditures; Owner; 08/01/2016; 0 hours per month; 0 hours during trading hours; S-Corp for tax filing purposes. LLC is used for income/payments/expenditures from insurance business & financial business. 4. Kemble Consulting, LLC; not investment related; 6320 N Hawk Rd Columbia, MO 65202; Tax Advantaged Investment Options; Consultant; 04/15/2024; 10 hours per month; 0 hours during trading hours; Consult with HNW individuals seeking tax-advantaged investments including but not limited to DST'S, 1031X, and opportunity zone funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-15 |
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