Re: Missouri

From
Teresa Heit <teresa.heit@thekey.com>
To
Amanda Fults <amanda.fults@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Compliance <compliance@thekey.com>
Date
Wed, 9 Oct 2024 16:08:27 -0500
Folder
INBOX
--000000000000565f45062411a87e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I remember that there was discussion around the St. Louis office having a Missouri license but that in Kansas City, Missouri they were looking into us possibly having to have a licesnse in the City of Kansas City Missouri to operate a business on that side and not just a state license. On Wed, Oct 9, 2024 at 4:03=E2=80=AFPM Amanda Fults wrote: > Hi Tim, > We are not licensed in Missouri. However, we are licensed in Kansas. Is > the client's address in Missouri or Kansas? I believe we had a discussion > about this previously with a client KS/MO client. > @Teresa Heit do you remember the conversation > about KS/MO client? > > On Wed, Oct 9, 2024 at 3:31=E2=80=AFPM Timothy Thomas wro= te: > >> Hi, >> >> Could someone please tell me why we cannot use our Missouri license from >> St-Louis to service clients in the Kansas City area? >> >> Thanks >> >> -- >> >> *Tim Thomas* >> Head of Midwest & Canada Divisions | *TheKey* >> Mobile: 514.591.9387 >> [image: TheKey] >> > > > -- > Amanda Fults > Senior Regulatory, Compliance Manager > 714-623-6918 > amanda.fults@thekey.com > TheKey.com > [image: TheKey] > CONFIDENTIALITY NOTICE: The information in the Email is confidential and > may be privileged. This Email is intended solely for the named recipient = or > recipients. If you are not the intended recipient, any use, disclosure, > copying or distribution of this Email is prohibited. If you are not the > intended recipient, please inform us by replying with the subject line > marked "Wrong Address" and then deleting this Email and any attachments. > > --000000000000565f45062411a87e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I remember that there was discussion around the St. Louis = office having a Missouri license but that in Kansas City, Missouri they wer= e looking into us possibly having to have a licesnse in the City of Kansas = City Missouri to operate a business on that side and not just a state licen= se. On Wed, Oct 9, 2024 at 4:03=E2=80=AFPM Amanda Fults &lt; amanda.fults@thekey.com &gt; wrote: = Hi Tim, We are not licensed in Missouri. However, we are licensed in Kansas= . Is the client&#39;s address in Missouri or Kansas? I believe we had a dis= cussion about this previously with a client KS/MO client. @Teresa Heit =C2=A0do you= remember the conversation about KS/MO client?=C2=A0 On Wed, Oct 9= , 2024 at 3:31=E2=80=AFPM Timothy Thomas &lt; tt@thekey.com &gt; wrote: Hi, C= ould someone please tell me why we cannot use our Missouri license from St-= Louis to service clients in the Kansas City area?=C2=A0 Thanks -- Tim Thomas Head of Midwest &amp; Canada Divisions |=C2=A0 TheKey = Mobile: 514.591.9387

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