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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 05/2024 | Present |
| Mariner | Overland Park | KS | 05/2024 | 04/2025 |
| Tucker's Farm Corporation | Bermuda | XX | 09/2023 | 05/2024 |
| Cintas | Everett | WA | 05/2023 | 09/2023 |
| Subway | Lynnwood | WA | 06/2022 | 04/2023 |
| University Of Washington, Seattle | Seattle | WA | 09/2022 | 03/2025 |
| Meadowdale High School | Lynnwood | WA | 02/2019 | 06/2022 |
| Clark High School | Las Vegas | NV | 09/2018 | 01/2019 |
| Ernest Becker Middle School | Las Vegas | NV | 08/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
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