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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-02 |
Branch Locations
9040 Roswell Road Suite 560, Sandy Springs, GA 30350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Birmingham | AL | 12/2019 | 11/2020 |
| Valdosta State University | Valdosta | GA | 08/2015 | 05/2019 |
| Unemployed | Nicholsn | GA | 05/2019 | 09/2019 |
| Kroger | Athens | GA | 09/2019 | 12/2019 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2020 | 09/2022 |
| Capfinancial Securities Llc | Raleigh | NC | 12/2020 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2022 | 04/2024 |
| Dillard & Apos;S Distribution Center | Valdosta | GA | 01/2019 | 04/2019 |
| Best Buy | Valdosta | GA | 08/2018 | 12/2018 |
| Athens Country Club | Athens | GA | 06/2016 | 07/2018 |
| Us Postal Service | Athens | GA | 11/2019 | 11/2019 |
| Bank Of America, N.A. | Atlanta | GA | 01/2023 | 04/2024 |
| Mariner Wealth Advisors | Overland Park | KS | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-13 |
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