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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-09 |
Branch Locations
1676 N California Blvd Suite 550, Walnut Creek, CA 94596 • United States
Concord, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 03/2026 | Present |
| Capital Group Private Client Services | San Francisco | CA | 09/2015 | 11/2025 |
| Unemployed | Walnut Creek | CA | 11/2025 | 03/2026 |
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