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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 | 2025-08-26 |
Branch Locations
905 Harpeth Valley Place, Nashville, TN 37221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Nashville | TN | 05/2024 | 08/2024 |
| Mariner | Nashville | TN | 08/2025 | Present |
| Johnson Estate Winery | Westfield | NY | 07/2020 | 06/2025 |
| Penn State University | Erie | PA | 08/2021 | 05/2025 |
| Fredonia Central School District | Fredonia | NY | 01/2015 | 07/2021 |
| Hbks Wealth Advisors | Fredonia | NY | 05/2022 | 08/2022 |
| Penn State University | Erie | PA | 08/2024 | 05/2025 |
| Mariner | Nashville | TN | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-16 |
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