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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-05 |
Branch Locations
240 South Pineapple Avenue Suite 601, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Bethesda | MD | 04/2016 | 08/2019 |
| Cross County Divorce Consulting | Sarasota | FL | 09/2017 | 08/2019 |
| Michelle Cross, Insurance | Sarasota | FL | 10/2012 | 08/2019 |
| Commonwealth Financial Network | Waltham | MA | 08/2019 | 09/2020 |
| Allegiant Private Advisors, Llc | Sarasota | FL | 09/2020 | 07/2021 |
| Mariner Wealth Advisors | Sarasota | FL | 08/2021 | Present |
Southwest Florida Estate Planning Council; Sarasota, FL, Not investment related, Treasurer, Start date 7/1/2025, 1 hour per month, 1 hour during trading hours, Bills are paid for restaurant (hosting meetings), and there are also expenses for website maintenance and software. She is expecting to serve a 5 year term on the board, with 1 year stint in each officer position
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-08 |
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