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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
400 Linden Oaks Suite 310, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forte Capital Llc | Rochester | NY | 08/2018 | 09/2025 |
| Citi | Buffalo | NY | 05/2015 | 08/2018 |
| Sparkle Cleaning Llc | Wilmington | DE | 12/2006 | 12/2018 |
| Mariner | Overland Park | KS | 09/2025 | Present |
Webster Montessori School, Investment related: N, Webster, NY, school, Board Member, 08/01/2025, 5 hours/month, 1 hour/month during trading hours, review the school's expenses monthly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-06 |
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