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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 | 2026-04-16 |
Branch Locations
11225 Se 6Th St Suite 260, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Bellevue | WA | 01/2026 | 04/2026 |
| Mariner | Bellevue | WA | 04/2026 | Present |
| Us Army | Tavares | FL | 05/2018 | 11/2022 |
| Army National Guard | Thonotosassa | FL | 11/2022 | 11/2025 |
| University Of South Florida | Thonotosassa | FL | 08/2022 | 12/2025 |
| Usf Veterans Office Work Study | Thonotosassa | FL | 01/2023 | 12/2025 |
| Lego Store | Thonotosassa | FL | 11/2022 | 01/2023 |
| High School | Tavares | FL | 01/2015 | 05/2018 |
| Walgreens | Tavares | FL | 05/2017 | 02/2018 |
| Mariner | Sarasota | FL | 05/2024 | 08/2024 |
| Mariner | Bellevue | WA | 05/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-22 |
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