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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2019 | 06/2020 |
| University Of Delaware | Newark | DE | 09/2014 | 05/2018 |
| Teresa Caffe | Princeton | NJ | 01/2019 | 08/2019 |
| Educational Testing Service | Princeton | NJ | 06/2015 | 08/2018 |
| Unemployed | Plainsboro | NJ | 09/2018 | 12/2018 |
| Equitable Advisors, Llc | New York | NY | 10/2019 | 11/2023 |
| Corecap Advisors, Llc | Southfield | MI | 11/2023 | 07/2025 |
| Corecap Investments, Llc | Southfield | MI | 11/2023 | 07/2025 |
| Dworetsky Financial | Manalapan | NJ | 11/2023 | 07/2025 |
| Mariner | Overland Park | NJ | 09/2025 | Present |
Contracted with Crump Insurance as an independent contractor. registered as an agent with a few different carriers which I was doing prior to being hired at Mariner. I do not devote any time to this business. I placed some business for family members when appropriate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-21 |
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