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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-19 |
| TX | RA | APPROVED | 2022-12-19 |
Branch Locations
99 Almaden Blvd Suite 730, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Campbell | CA | 01/2014 | 10/2016 |
| Charles Schwab Bank | Campbell | CA | 01/2014 | 10/2016 |
| Raymond James Financial Services, Inc. | San Jose | CA | 10/2016 | 09/2017 |
| Raymond James Financial Services Advisors Inc. | San Jose | CA | 10/2016 | 09/2017 |
| Hayes Financial, Inc. | San Jose | CA | 09/2017 | 12/2022 |
| Mariner Wealth Advisor | San Jose | CA | 12/2022 | Present |
Easy Yoke Farm LLC; not investment related; farm land; co-owner of the land; start date Jan 2026; 20 hours /month, 0 during trading hours; LLC owns a property that is being farmed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-23 |
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