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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 | 2025-09-25 |
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 |
|---|---|---|---|---|
| Signal Tree Financial Partners, Llc | Copley | OH | 12/2021 | 05/2024 |
| Equitable Advisors, Llc | Fairlawn | OH | 08/2021 | 11/2021 |
| Schulte & Company, Inc. | Copley | OH | 11/2018 | 08/2021 |
| University Of Akron | Akron | OH | 08/2016 | 05/2021 |
| Mariner | Overland Park | KS | 09/2025 | Present |
| Cerity Partners | Cleveland | OH | 09/2024 | 06/2025 |
| Unemployed | Medina | OH | 05/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-14 |
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