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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-05-13 |
Branch Locations
6320 S Western Ave Suite 100, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 04/2026 | Present |
| Solution Cpa | Sioux Falls | SD | 08/2025 | 04/2026 |
| Dakota Cpa | Sioux Falls | SD | 05/2021 | 08/2025 |
| Digital Plains Media | Sioux Falls | SD | 09/2017 | 12/2023 |
| A&B Business Solutions | Sioux Falls | SD | 05/2018 | 08/2018 |
| Cortrust Bank | Sioux Falls | SD | 05/2017 | 08/2017 |
| Mount Marty College | Yankton | SD | 05/2016 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-22 |
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