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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-10 |
Branch Locations
4400 W 78Th St Suite 150, Bloomington, MN 55401 • United States
Minneapolis, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 01/2026 | Present |
| Pricewaterhousecoopers, Llp | Chicago | IL | 07/2024 | 11/2025 |
| Pricewaterhousecoopers, Llp | Chicago | IL | 11/2021 | 06/2024 |
| Pricewaterhousecoopers, Llp | Chicago | IL | 07/2020 | 10/2021 |
| Pricewaterhousecoopers, Llp | Chicago | IL | 08/2017 | 06/2020 |
| University Of Mn | Minneapolis | MN | 09/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
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