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Account
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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-21 |
| WA | RA | APPROVED | 2022-04-28 |
Branch Locations
11225 Se 6Th St. 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 | Bellevue | WA | 02/2013 | 03/2022 |
| Tiaa | Bellevue | WA | 02/2013 | 03/2022 |
| Mariner Wealth Advisors | Bellevue | WA | 04/2022 | Present |
Washington Women in Need; not investment related, Bellevue, WA, Non Profit, Board member, start date: 7/1/2023, 10 hours per month, 2 hours during trading hours, Attend meetings, support needs of organization to raise program awareness and funds, mentor scholarship recipients, provide oversight on management and stewardship of program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-02 |
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