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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-06 |
Branch Locations
11512 El Camino Real Ste. 370, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Diego | CA | 11/2018 | 11/2021 |
| Ubs Financial Services Inc. | San Diego | CA | 08/2018 | 11/2018 |
| San Diego Fire & Rescue | San Diego | CA | 02/2012 | 12/2021 |
| Ace Parking | San Diego | CA | 08/2017 | 11/2018 |
| San Diego East County Economic Development Council | San Diego | CA | 10/2017 | 04/2018 |
| San Diego State University | San Diego | CA | 08/2015 | 05/2018 |
| Wells Fargo | Des Moines | IA | 06/2017 | 08/2017 |
| Raymond James Financial Services, Inc | San Diego | CA | 11/2021 | 06/2022 |
| Raymond James Financial Services Advisors, Inc | San Diego | CA | 11/2021 | 06/2022 |
| Mission Federal Credit Union | San Diego | CA | 11/2021 | 06/2022 |
| Lpl Financial Llc | San Diego | CA | 06/2022 | 07/2022 |
| Mariner Wealth Advisors | San Diego | CA | 08/2022 | Present |
| Blankinship & Foster, Llc | San Diego | CA | 07/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-30 |
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