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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Plano | TX | 01/2025 | 12/2025 |
| Mariner | Plano | TX | 01/2026 | 02/2026 |
| Baskin Robbins | Humble | TX | 06/2022 | 08/2022 |
| Full Time Student | Humble | TX | 05/2017 | 05/2021 |
| Full Time Student | San Antonio | TX | 02/2016 | 05/2017 |
| Full Time Student | Austin | TX | 05/2021 | 12/2024 |
| Mariner | Austin | TX | 05/2023 | 08/2023 |
| Mariner | Plano | TX | 05/2024 | 08/2024 |
| Mariner | Plano | TX | 08/2024 | 12/2024 |
| Mariner | Overland Park | KS | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
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