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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
| OK | RA | APPROVED | 2017-08-03 |
Branch Locations
4200 E. Skelly Drive, Suite 950, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Tulsa | OK | 03/2016 | 07/2017 |
| Charles Schwab Bank | Tulsa | OK | 03/2016 | 07/2017 |
| Mariner Wealth Advisors | Tulsa | OK | 07/2017 | Present |
BB Realty Partners LLC; Not investment related, Tulsa, OK, Co-owner of rental property, start date: 02/01/2018, 4 hours per month, 0 hours during trading hours, no responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-24 |
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