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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-17 |
| TX | RA | APPROVED_RES | 2024-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa N.A. | Potomac | MD | 12/2014 | 03/2020 |
| Hsbc Securities (Usa) Inc. | Potomac | MD | 01/2015 | 03/2020 |
| United Income, Inc. | Mclean | VA | 03/2020 | 04/2022 |
| Capital One Investing | Mclean | VA | 03/2020 | 04/2022 |
| Sageview Advisory Group, Llc (Crd #126777) | Newport Beach | CA | 04/2022 | 01/2024 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2022 | 01/2024 |
| Cetera Advisor Networks | El Segundo | CA | 02/2023 | 01/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 01/2024 |
| Mariner Platform Solutions | Annapolis | MD | 01/2024 | Present |
| Rational Wealth Solutions | Annapolis | MD | 01/2024 | Present |
1) Rational Wealth Solutions; investment-related; Annapolis, MD; offering investment advisory services through Mariner Platform Soltutions; Wealth Advisor; start date: 01/2024; 160 hrs/month during securities trading hrs 2) Licensed insurance agent with various agencies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-20 |
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