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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-18 |
Branch Locations
260 Franklin St. Suite 810, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Plainville | MA | 01/2012 | 05/2018 |
| Raymond James Financial Services Advisors Inc. | Plainville | MA | 02/2012 | 05/2018 |
| Sallale Financial Strategies, Llc Rjfs | Plainville | MA | 01/2012 | 08/2017 |
| Boston Harbor Wealth Advisors, Llc | Acton | MA | 09/2017 | 05/2018 |
| Commonwealth Financial Network | San Diego | CA | 05/2018 | 02/2023 |
| Commonwealth Financial Network | San Diego | CA | 02/2023 | 06/2025 |
| Oak Leaf Wealth Management Services | North Smithfield | RI | 02/2023 | 06/2025 |
| Mariner | Overland Park | KS | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-05 |
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