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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 | 2025-07-07 |
Branch Locations
207 Ne 19Th St Suite 302, Mcminnville, OR 97128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cascadia Wealth Management | Mcminnville | OR | 12/2020 | 01/2022 |
| Physiq Fitness | Salem | OR | 06/2016 | 12/2020 |
| Oregon Beverage Services | Salem | OR | 05/2019 | 09/2021 |
| Cascade High School | Turner | OR | 09/2012 | 06/2016 |
| Mariner | Overland Park | KS | 01/2022 | 06/2025 |
| Mariner | Overland Park | KS | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
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