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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-14 |
| IL | RA | APPROVED | 2025-01-14 |
Branch Locations
1101 Perimeter Drive Suite 250, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Itasca | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Itasca | IL | 11/2016 | 11/2024 |
| Mariner Platform Solutions | Overland Park | KS | 01/2025 | Present |
| Kadima Wealth | Schaumburg | IL | 01/2025 | Present |
TIME TO REORDER LLC, NOT INV RELATED, WILMETTE, IL, 100% OWNERSHIP, START 09/2024, 4 HRS PER MONTH, 0 HRS DURING TRADING, SELL INFLATABLE PRODUCTS & TOWELS; Kadima Wealth; Investment related, Schaumburg, IL, Offering investment services through Mariner Platform Solutions/Mariner Independent, start date; 01/2025, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-07 |
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