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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Chalfont | PA | 11/2014 | 09/2018 |
| The Prudential Insurance Company Of America | Chalfont | PA | 11/2014 | 09/2018 |
| Psc Highpoint | Chalfont | PA | 07/1998 | 05/2021 |
| Bb&T | Doylestown | PA | 09/2018 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 09/2018 | 02/2021 |
| Suntrust Investment Services, Inc | Atlanta | GA | 10/2020 | 02/2021 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 10/2020 | 02/2021 |
| Truist Investment Services, Inc. | Doylestown | PA | 02/2021 | 10/2021 |
| Truist Advisory Services, Inc. | Doylestown | PA | 02/2021 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 10/2021 | 01/2022 |
| Bank Of America, N.A. | Conshohocken | PA | 01/2022 | 09/2024 |
| Mariner Platform Solutions | Overland Park | KS | 10/2024 | Present |
| Pax Financial Advisors | Newtown Square | PA | 10/2024 | Present |
Pax Financial Advisors; Investment related, Newtown Square, PA , Offering investment services through Mariner Platform Solutions/Mariner Independent, start d10/7/2024, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-16 |
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