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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Carnegie | PA | 08/2015 | 08/2020 |
| Commonwealth Financial Network | Waltham | MA | 08/2020 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | 10/2025 |
| Strategic Path Retirement | Carnegie | PA | 08/2015 | Present |
| Mariner | Overland Park | KS | 10/2025 | Present |
1. Co-owner, BCMJ Futures, LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; As of 8/15/2020; 10% time spent during business hours; Conducted at branch; Investment related. 2. Strategic Path, LLC; Investment related, Carnegie, PA, Offering investment services through Mariner Platform Solutions, Partner/Advisor, Start date: 10/2025, 160 hours per month during securities trading hours. 3. Co-Owner, Bebco, Inc., an entity created for buying and managing commercial real estate at 242 East Main Street, Carnegie, PA 15106, as of 10/24/2023; 2% of time during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-06 |
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