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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-04 |
| SC | RA | APPROVED | 2026-06-04 |
Branch Locations
5700 W. 112Th St. Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Greenville | SC | 07/2013 | 03/2026 |
| Purpose Equity | Greenville | SC | 03/2026 | Present |
| Mariner Wealth Advisors-Ic | Overland Park | KS | 05/2026 | Present |
| Td Bank, N.A. | Greenville | SC | 05/2014 | 11/2019 |
| Td Bank N.A. | Greenville | SC | 11/2019 | 11/2020 |
| Td Bank N.A. | Greenville | SC | 11/2020 | 03/2026 |
Purpose Equity. I am the Director of Business Development and Strategic Partnerships for this firm, which is a business broker assisting business owners in the sale of their businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-23 |
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