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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 | 2025-04-02 |
Branch Locations
660 Newport Center Drive #220, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Chicago Booth School Of Business | Chicago | IL | 08/2015 | 06/2017 |
| Morgan Stanley | Los Angeles | CA | 07/2017 | 05/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 05/2018 |
| Green Street Advisors, Llc | Newport Beach | CA | 05/2018 | 10/2019 |
| Miracle Mile Advisors Llc | Los Angeles | CA | 07/2020 | 02/2022 |
| Unemployed | Newport Beach | CA | 11/2019 | 06/2020 |
| Mariner Platform Solutions | Newport Beach | CA | 03/2022 | 04/2025 |
| Ocean Heights Advisors | Newport Beach | CA | 03/2022 | 04/2025 |
| Mariner | Overland Park | KS | 04/2025 | Present |
1) Jewish Federation of Orange County; Not investment-related; Newport Beach, CA; Board Member; Secretary; Start Date: 01/01/2025; 5 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-12 |
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