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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-05-13 |
| MN | RA | APPROVED | 2023-12-13 |
| VA | RA | APPROVED | 2023-12-13 |
Branch Locations
5700 W. 112Th St. Ste. 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte Tax Llp | Atlanta | GA | 11/2014 | 12/2017 |
| Heritage Wealth Advisors | Richmond | VA | 01/2018 | 08/2020 |
| Redpath And Company, Llc | St. Paul | MN | 09/2020 | Present |
| Mariner Wealth Advisors-Ic | Overland Park | KS | 11/2023 | Present |
Redpath and Company, LLC; Partner, Estate, Gift & Trust Tax The business is not investment related. 55 5th Street, St. Paul, MN Start date with Redpath 9/2020 210 hours per month Responsibilities are to provide tax consulting and compliance services for estate, gift, and trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-26 |
| S66 | Uniform Combined State Law Examination | 2008-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-24 |
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