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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dubuque | IA | 07/2012 | 04/2025 |
| Dubuque Bank And Trust | Dubuque | IA | 07/2012 | 04/2025 |
| Mariner Platform Solutions | Overland Park | KS | 04/2025 | Present |
| Intersect Wealth Advisors | Dubuque | IA | 04/2025 | Present |
Dubuque Golf and Country Club; Not securities related, Dubuque, IA, Member of the Board of Trustees, Start date: 11/27/2024, 1 hour per month, 1 hour during trading hours, Participate in monthly meetings to discuss the club's direction. Intersect Wealth Advisors; Investment related, Dubuque, IA, Offering investment services through Mariner Platform Solutions, start date; 04/2025, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-27 |
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