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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-15 |
Branch Locations
One Mid America Plaza Suite 500, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group Companies - American Funds | Carmel | IN | 08/2020 | 04/2022 |
| Doordash | San Francisco | CA | 05/2020 | 08/2020 |
| Depauw University | Greencastle | IN | 08/2016 | 05/2020 |
| Morgan Stanley | Chicago | IL | 05/2019 | 08/2019 |
| Valeo Financial Advisors | Indianapolis | IN | 08/2018 | 12/2018 |
| Capital Group Companies - American Funds | Carmel | IN | 04/2022 | 05/2024 |
| Capital Group Companies - American Funds | Carmel | IN | 05/2024 | 01/2026 |
| Mariner | Overland Park | KS | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-19 |
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