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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 | 2021-03-31 |
| WA | RA | APPROVED | 2021-03-31 |
Branch Locations
8050 Sw Pfaffle Street Suite 100, Portland, OR 97223 • United States
1220 Main Street Suite 400, Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Spokane | WA | 03/2015 | 03/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Spokane | WA | 03/2015 | 03/2021 |
| Mariner Wealth Advisors | Portland | OR | 03/2021 | Present |
Province Estates- HOA, not investment related, Camas, WA, HOA Board Member, 4 hours per month, 0 hours during trading hours, assist in steering and directing HOA. Perfect Harmony Music; No investment related, Camas, WA, Voice Teacher, Start Date: 10/14/2023, 10 hours per month, 0 hours during trading hours, Provide voice and music lessons.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-17 |
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