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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-06 |
Branch Locations
1640 Boro Place 4Th Floor, Suite 420, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 01/2016 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 05/2019 |
| Farr Miller & Washington, Llc | Washington | DC | 06/2019 | 09/2021 |
| Hightower Advisors | Chicago | IL | 09/2021 | 03/2026 |
| Mariner | Overland Park | KS | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-23 |
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