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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-16 |
Branch Locations
8050 Sw Pfaffle St Suite 100, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Private Wealth Services | Yreka | CA | 08/2019 | 09/2022 |
| Portland State University | Portland | OR | 09/2015 | 07/2019 |
| Commonwealth Financial Network | Waltham | MA | 08/2019 | 09/2022 |
| Fisher Investments | Camas | WA | 10/2022 | 07/2024 |
| The Standard | Portland | OR | 08/2024 | 03/2026 |
| Mariner | Overland Park | KS | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-30 |
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