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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-09
  • FL RA
    APPROVED
    Since 2025-05-09

Branch Locations

5700 W 112Th St Suite 200, Overland Park, KS 66211 • United States

Fort Lauderdale, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Wealth Advisors Naples FL 12/2018 01/2020
Ck Consulting Miami FL 09/2015 10/2017
Regions Trust & Wealth Management Miami FL 10/2017 04/2018
501(C)(3) Consulting & Marketing Fort Lauderdale FL 02/2020 04/2025
Ck Consulting Miami FL 04/2018 12/2018
Corbett Road Mclean VA 10/2021 09/2024
Mariner Overland Park KS 04/2025 Present
  • 12/2018 → 01/2020
    Capital Wealth Advisors
    Naples, FL
  • 09/2015 → 10/2017
    Ck Consulting
    Miami, FL
  • 10/2017 → 04/2018
    Regions Trust & Wealth Management
    Miami, FL
  • 02/2020 → 04/2025
    501(C)(3) Consulting & Marketing
    Fort Lauderdale, FL
  • 04/2018 → 12/2018
    Ck Consulting
    Miami, FL
  • 10/2021 → 09/2024
    Corbett Road
    Mclean, VA
  • 04/2025 → Present
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-28
S65 Uniform Investment Adviser Law Examination 1998-03-24
S63 Uniform Securities Agent State Law Examination 1998-02-27
  • S66 Uniform Combined State Law Examination
    2007-02-28
  • S65 Uniform Investment Adviser Law Examination
    1998-03-24
  • S63 Uniform Securities Agent State Law Examination
    1998-02-27
Designations

View on SEC IAPD

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