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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-02-21 |
| SC | RA | APPROVED | 2024-02-21 |
Branch Locations
325 Rocky Slope Road Ste. 302, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Wayzata | MN | 06/2005 | 11/2022 |
| Charles Schwab Bank | Wayzata | MN | 07/2005 | 11/2022 |
| Hillcrest Apartments Llc | Chanhassen | MN | 12/2012 | Present |
| Creekside Litchfield Llc | Chanhassen | MN | 01/2016 | Present |
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 11/2022 | 10/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 02/2024 | Present |
| Unemployed | Chanhassen | MN | 10/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-15 |
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