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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-17 |
Branch Locations
One Mid America Plaza Suite 500, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 06/2017 | 06/2021 |
| Bank Of America, N.A. | Northbrook | IL | 10/2017 | 06/2021 |
| Hightower Securities Llc | Chicago | IL | 06/2021 | 01/2025 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2025 | Present |
Certified Financial Planner Board of Standards, Inc; investment related; Washington, DC; member; start date 1/1/26; 1 hour per month, 0 during trading hours; Administers the Certified Financial Planner designation First Tee of Greater Chicago; not investment related; Chicago, IL; council member; start date 1/1/26; 4 hours per month, 0 during trading hours; empowering kids and teens through the game of golf
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-10 |
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