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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taurus Asset Management, Llc | New York | NY | 05/2010 | 06/2025 |
| Western International Securities, Inc. | Pasadena | CA | 01/2016 | 06/2025 |
| Mariner | Overland Park | KS | 06/2025 | Present |
The Leffell School; Investment-related; New York, NY; Investment Committee; Member of Investment Committee; Start Date 11/04/2019; less than 1 hour per month including during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-02 |
| S66 | Uniform Combined State Law Examination | 2010-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-30 |
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