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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-08 |
Branch Locations
6000 Fairview Rd Suite 1200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sip | Charlotte | NC | 12/2013 | 11/2020 |
| Ubs Financial Services Inc. | Charlotte | NC | 01/2015 | 12/2020 |
| Jp Morgan Chase Bank, N.A. | Charlotte | NC | 12/2020 | 04/2025 |
| Jp Morgan Securities, Llc | Charlotte | NC | 12/2020 | 04/2025 |
| Mariner | Overland Park | KS | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-30 |
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