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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Point Investment Advisors, Llc | Providence | RI | 12/2003 | 03/2019 |
| Adviceperiod, Llc | East Greenwich | RI | 03/2019 | 03/2022 |
| Mariner Platform Solutions | East Greenwich | RI | 03/2022 | Present |
CK FINANCIAL, LLC: NOT INVESTMENT RELATED; LLC WAS CREATED TO RECEIVE 1099 INCOME FROM MARINER PLATFORM; START DATE 02/2022; LESS THAN 1 HOUR A MONTH AND DURING SECURITES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-24 |
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