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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-01 |
Branch Locations
4001 Whipple Ave. Nw Suite 202, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 03/2021 | 08/2021 |
| J.P. Morgan Securities Llc | Westerville | OH | 03/2021 | 08/2021 |
| Trove Warehouse | Columbus | OH | 05/2017 | 07/2018 |
| Professional Furniture Delivery | Columbus | OH | 05/2017 | 07/2018 |
| Ohio University | Athens | OH | 08/2018 | 12/2019 |
| Unemployed | Columbus | OH | 08/2016 | 04/2017 |
| Unemployed | Belpre | OH | 01/2020 | 02/2021 |
| W3 Wealth Management Group | Worthington | OH | 12/2021 | 02/2023 |
| Unemployed | Columbus | OH | 09/2021 | 11/2021 |
| W3 Wealth Advisors, Llc | Worthington | OH | 01/2022 | 02/2023 |
| Valmark Securities, Inc. | Akron | OH | 01/2022 | 04/2023 |
| Janney Montgomery Scott Llc | Columbus (Grandview) | OH | 04/2023 | 12/2023 |
| Janney Montgomery Scott Llc | Columbus (Grandview) | OH | 12/2023 | 06/2026 |
| Mariner | Overland Park | KS | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-18 |
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