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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-03 |
Branch Locations
400 Linden Oaks Suite 310, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forte Capital Llc | Rochester | NY | 01/1999 | 09/2025 |
| Achieve Wealth Partners Llc | Rochester | NY | 10/2018 | 02/2024 |
| Mariner | Overland Park | KS | 09/2025 | Present |
Fleur City Holding Co. LLC; not investment related; Pittsford, NY; member of management committee; start date 8/31/25; 1 hour /month, 1 during trading hours; holding entity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-26 |
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