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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-06-02 |
Branch Locations
Overland Park, KS • United States
5700 W 112Th St Suite 200, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | San Diego | CA | 11/2007 | 05/2017 |
| Edelman Financial Services, Llc | Fairfax | VA | 05/2017 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 05/2017 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 04/2019 |
| Lpl Financial Llc | Fort Mill | SC | 04/2019 | 09/2020 |
| Private Advisor Group, Llc | Overland Park | KS | 03/2021 | 05/2025 |
| Lpl Financial Llc | Overland Park | KS | 04/2021 | 05/2025 |
| Unemployed | Overland Park | KS | 09/2020 | 03/2021 |
| Mariner | Overland Park | KS | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-17 |
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