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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 | 2025-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Income Analysts | Syracuse | NY | 12/1997 | 02/2019 |
| First Allied Securities | Syracuse | NY | 12/2007 | 02/2017 |
| Stratos Wealth Partners, Ltd | Syracuse | NY | 06/2018 | 02/2019 |
| Lpl Financial | Syracuse | NY | 08/2017 | 02/2019 |
| Securities America, Inc. | Syracuse | NY | 02/2019 | 06/2024 |
| Securities America Advisors, Inc. | Syracuse | NY | 02/2019 | 06/2024 |
| Osaic Wealth, Inc. | Syracuse | NY | 06/2024 | 04/2025 |
| Mariner | Overland Park | KS | 04/2025 | Present |
***SAA Position: Advisory Nature: Advisory Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 03/04/2019 Address: 892 E. Brighton Ave., Syracuse NY 13205 ***Young Living Essential Oils Position: Distributor Nature: I sell Young Living Essential Oils Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 01/02/2013 Address: Thanksgiving Point Business Park, 3125 Executive Pkwy., Lehi UT 84043 ***MEDICARE ADVANTAGE PLANS POSITION: individual agent NATURE: Life Health & Accident including Medicare products sold through Aetna, Excellus, Humana, Well Care & United Healthcare. I don't anticipate writing life & accident insurance, just the Medicare products. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2021 ADDRESS: 112 Zodiac Cir, Liverpool NY 13090 DESCRIPTION: I will meet with people that need to make decisions about Medicare and help them select which plan is best for them. ***RETIREMENT INCOME ANALYSTS, LLC POSITION: Administrative NATURE: Registered Assistant for Retirement Income Analysts INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2021 ADDRESS: 892 E. Brighton Ave., Syracuse NY 13205 DESCRIPTION: My duties involve only administrative responsibilities ***BRIGHTON PROPERTIES POSITION: Office Cleaner NATURE: Office Cleaning INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2007 ADDRESS: 890 E. Brighton Ave., Syracuse NY 13205 DESCRIPTION: I clean the entry ways and restrooms in each building
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-07 |
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