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5700 West 112Th Street Suite 500, Overland Park,, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2010-02-11 |
Branch Locations
5700 West 112Th Street Suite 500, Overland Park,, KS 66211 • United States
One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Boston | MA | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Boston | MA | 03/2017 | 12/2017 |
| Baystate Wealth Management | Boston | MA | 02/2010 | 12/2023 |
| Mml Investors Services, Llc | Boston | MA | 03/2017 | 11/2021 |
| Mariner Managed Account Solutions, Llc | Boston | MA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-03 |
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