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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 05/2026 | Present |
| Ab Quarters | North Grafton | MA | 12/2014 | 03/2018 |
| Bitooda Technologies | Ny | NY | 03/2018 | 11/2019 |
| Securities America, Inc. | Westborough | ME | 03/2020 | 05/2026 |
| Coin Metrics Inc | Boston | MA | 01/2020 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-18 |
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