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511 W. Bay Street Suite 310, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-07 |
Branch Locations
511 W. Bay Street Suite 310, Tampa, FL 33606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Overland Park | KS | 05/2022 | 08/2022 |
| Epr Properties | Kansas City | MO | 06/2023 | 07/2023 |
| Shoreline Recruitment Group | Overland Park | KS | 01/2020 | 06/2024 |
| Talent Unlimited | Kansas City | MO | 01/2004 | 05/2024 |
| Johnny's Bbq | Olathe | KS | 01/2018 | 01/2019 |
| Santa Marta | Overland Park | KS | 09/2016 | 02/2017 |
| Agw Capital Advisors | Tampa | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
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