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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-02-17 |
Branch Locations
8050 Sw Pfaffle St. Ste. 100, Tigard, OR 97223 • 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 |
|---|---|---|---|---|
| University Of Phoenix | Tigard | OR | 11/2010 | 08/2018 |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 12/2021 |
| Cascadia Advisory Services | Portland | OR | 03/2018 | 12/2021 |
| Mariner Wealth Advisors | Portland | OR | 12/2021 | Present |
| Msec, Llc | Portland | OR | 12/2021 | 08/2025 |
Nystrom Jeanfreau Foundation ; 3235 Brush College Rd NW, Salem, OR 97304; Not Investment-Related; Charitable Organization; President of the Board; Start Date 3/31/2025; 4 hrs/monthly, 1 securities hours Civil Air Patrol; Not investment related, Salem, OR, Squadron Commander; Start date: 3/18/2025, 20 hours per month, 1 during trading hours, Volunteer pilot for search and rescue mission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-09 |
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