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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-29 |
| CA | RA | APPROVED | 2025-09-02 |
Branch Locations
808 Wilshire Blvd #200, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 08/2014 | 11/2020 |
| Bank Of America, N.A. | Los Angeles | CA | 03/2015 | 11/2020 |
| First Republic Securities Company, Llc | Los Angeles | CA | 11/2020 | 09/2023 |
| First Republic Investment Management, Inc. | Los Angeles | CA | 11/2020 | 09/2023 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 09/2023 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Los Angeles | CA | 10/2023 | 09/2025 |
| Mariner Platform Solutions | Overland Park | KS | 09/2025 | Present |
| Promontory Wealth | Santa Monica | CA | 09/2025 | Present |
KRB Management, Inc; not investment related; Santa Monica, CA; holding company; owner; start date 05/2026; 40 hours/month, 320 hours during trading hours; S corp to hold ownership position in Promontory Wealth LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-07 |
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