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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 | 2026-03-02 |
Branch Locations
8050 Sw Pfaffle St Suite 100, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 06/2025 | 01/2026 |
| Mariner | Overland Park | KS | 01/2026 | Present |
| Aldrich Wealth | Lake Oswego | OR | 06/2024 | 08/2024 |
| George Fox University | Newberg | OR | 08/2021 | 05/2025 |
| Chick-Fil-A | Columbia | TN | 05/2022 | 08/2022 |
| Chick-Fil-A | Bend | OR | 06/2020 | 08/2021 |
| Trampoline Zone | Bend | OR | 06/2018 | 01/2026 |
| Bend Senior High | Bend | OR | 09/2018 | 06/2021 |
| Sky View Middle School | Bend | OR | 09/2016 | 06/2018 |
| George Fox University | Newberg | OR | 01/2022 | 05/2025 |
| George Fox University | Newberg | OR | 08/2022 | 05/2025 |
| George Fox University | Newberg | OR | 06/2024 | 05/2025 |
| Traveling | Tualatin | OR | 05/2025 | 06/2025 |
| Moving To Oregon | Bend | OR | 05/2016 | 09/2016 |
| Summer | Bend | OR | 06/2018 | 09/2018 |
| Summer | Bend | OR | 06/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-02 |
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