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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-01 |
Branch Locations
6000 Fairview Rd. Suite 1200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2018 | 09/2020 |
| Virginia Tech Tennis Center | Blacksburg | VA | 09/2016 | 04/2018 |
| Buckingham Strategic Wealth | St. Louis | MO | 05/2017 | 07/2017 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2014 | 05/2018 |
| Waypoint Wealth Management | Timonium | MD | 10/2020 | 03/2026 |
| Mariner | Overland Park | KS | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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