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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-20 |
Branch Locations
8050 Sw Pfaffle St Suite 100, Tigard, OR 97223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Portland | OR | 08/2016 | 09/2022 |
| Bank Of The West | Portland | OR | 08/2016 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 09/2022 | 01/2025 |
| Bank Of America N.A. | Portland | OR | 10/2022 | 01/2025 |
| Mariner | Overland Park | KS | 03/2025 | Present |
Make-A-Wish Foundation Of Oregon, Inc.; Not investment related, Portland, OR, Director, Board of Directors, Start date: 10/8/2024, 4 hours per month, 0 hours during trading hours, Serve to approve the budget and mission of the organization. We meet every other month and assist the full-time staff with fundraising and awareness of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-30 |
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