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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-17 |
| WA | RA | APPROVED | 2025-06-17 |
Branch Locations
8050 Sw Pfaffle St Suite 100, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 04/2012 | 03/2018 |
| Fisher Investments | Camas | WA | 03/2018 | 07/2021 |
| Brighton Jones | Portland | OR | 07/2021 | 06/2025 |
| Mariner | Overland Park | KS | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-16 |
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