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548 Market Street Pmb 48325, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-08-01 |
| TN | RA | APPROVED | 2024-08-01 |
| FL | RA | APPROVED | 2024-07-01 |
| CA | RA | APPROVED | 2024-06-05 |
| NY | RA | APPROVED | 2024-06-05 |
Branch Locations
548 Market Street Pmb 48325, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Leawood | KS | 03/2013 | 08/2019 |
| Pke Inc Dba Satellite Solutions | Knoxville | TN | 10/2019 | Present |
| Facet Wealth | Baltimore | MD | 07/2020 | 07/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 07/2023 | 10/2023 |
| Ontrail, Inc. Dba Uprise | San Francisco | CA | 11/2023 | Present |
| Uprise Advisers Llc | Knoxville | TN | 05/2024 | Present |
| Origin Investment Advisory | Knoxville | TN | 08/2025 | 09/2025 |
1) Uprise Advisers, LLC; May 2024; Knoxville, TN; Investment related; Investment Advisor Representative for other investment advisor firm; manage advisory accounts of clients; 5 hours/week during trading hours. 0 hours/week outside of trading hours. 2) Krinos Consulting; February 2025; Owner; not investment related; Offering investment-related Yes No investment-related business consulting and fractional financial planning; 0 hours/week during trading hours. Up to 40 hours/week outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-17 |
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