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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-04-18 |
Branch Locations
11225 Se 6Th Street Ste. 260, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Seattle | WA | 01/2004 | 03/2022 |
| Tiaa | Seattle | WA | 01/2004 | 03/2022 |
| Mariner Wealth Advisors | Bellevue | WA | 04/2022 | Present |
(1) UNIVERSITY OF WASHINGTON PLANNED GIVING ADVISORY BOARD. ADVISORY BOARD MEMBER, NO DECISION MAKING AUTHORITY. CASES REVIEWED ANONYMOUSLY. MY ROLE IS TO PROVIDE EXPERIENTIAL ADVICE REGARDING COMPLEX PLANNED GIVING CASE STUDIES. EFFECTIVE DATE: 9/2011 SEATTLE WASHINGTON 7 MEETINGS PER YEAR, 1 HOUR PER MEETING. NO HOURS DEVOTED DURING SECURITIES TRADING HOURS. (2) INDIVIDUALLY OWNED RENTAL PROPERTY - DADU POSITION: Property Owner NATURE: Rental property/property management INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: Home Address, SEATTLE WA 98199, United States DESCRIPTION: I own a rental unit on my property that is leased using a long term contract. (3) INDIVIDUALLY OWNED RENTAL PROPERTY POSITION: Property Owner NATURE: Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2003 ADDRESS: 563-565 N. Simpson Ave, Portland OR 97217, United States DESCRIPTION: Rental Real Estate Ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-11 |
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