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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 | 2025-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 08/2016 | 04/2019 |
| Wealth Beta, Llc | Reno | NV | 03/2016 | 05/2021 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | 09/2020 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2019 | 09/2020 |
| Defined Financial Planning Llc | Alameda | CA | 09/2020 | 10/2025 |
| Mariner | Overland Park | KS | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 2016-02-11 |
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