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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-31 |
Branch Locations
11225 Se 6Th St Suite 260, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ep Wealth Advisors | Torrance | CA | 11/2021 | 08/2026 |
| Unemployed | Vancouver | WA | 04/2020 | 06/2020 |
| Umpqua Bank | Vancouver | WA | 10/2014 | 02/2020 |
| Northwestern Mutual | Vancouver | WA | 09/2020 | 02/2021 |
| Unemployed | Vancouver | WA | 03/2021 | 10/2021 |
| Mariner | Overland Park | KS | 08/2026 | Present |
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