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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-03 |
Branch Locations
123 Center Park Dr. Suite 209, Knoxville, TN 37922 • United States
200 W. Martin Luther King Blvd Suite 1000, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crowe Llp | Knoxville | TN | 10/2015 | 09/2016 |
| Pellissippi State Community College | Knoxville | TN | 12/2016 | 12/2018 |
| Helen Hudson Boring Cpa | Knoxville | TN | 01/2018 | 05/2019 |
| Insight Strategic Wealth Llc | Knoxville | TN | 05/2019 | 03/2024 |
| Mariner Wealth Advisors | Overland Park | KS | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-13 |
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