H & R BLOCK INVESTMENTS INC
CRD #109113 SEC #801-55851 KANSAS CITY, MO 816-753-6900
SEC Registered
Total AUM
--
Discretionary
--
Employees
51
Clients
--
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 31, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COTRONEO, FRANK, JOSEPH | I | SENIOR VP, CFO AND TREASURER | NA | Control |
| GIVENS, CHERYL, LYNN | I | ASSISTANT TREASURER | NA | Control |
| GOLDENBERG, GENE, SETH | I | VICE PRESIDENT | NA | Control |
| HARRIS, KEVIN, NEAL | I | VICE PRESIDENT | NA | Control |
| MADSEN, KENNETH, ANTHONY | I | VICE PRESIDENT AND CCO | NA | Control |
| MERTZ, TIMOTHY, ROBERT | I | ASSISTANT TREASURER | NA | Control |
| SALAWAY, DOUGLAS, M. | I | SECRETARY | NA | Control |
| WILSON, BERNARD, MATTHEW | I | PRESIDENT | NA | Control |
| BLOCK FINANCIAL CORPORATION | DE | PARENT (100%) | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| H&R BLOCK GROUP, INC. | DE | BLOCK FINANCIAL CORPORATION | E | Control |
| H&R BLOCK, INC. | DE | H&R BLOCK GROUP, INC. | E | Control |
Registrations
Federal
IA
Aug 31, 2001 REGISTERED
Notice Filings (50)
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Address
3100 BROADWAYSUITE 900
KANSAS CITY, MO 64111
USA
Phone: 816-753-6900