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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 | 2026-05-11 |
| IL | RA | APPROVED | 2024-03-21 |
| MI | RA | APPROVED | 2024-03-20 |
Branch Locations
545 N Main Street Suite 202, Milford, MI 48381 • United States
1 Mid America Plaza Suite 1030, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Naperville | IL | 04/2013 | 09/2016 |
| Mariner Wealth Advisors | Novi | MI | 09/2016 | 10/2022 |
| Lido Advisors, Llc | Chicago | IL | 01/2023 | 03/2024 |
| Mariner Platform Solutions | Overland Park | KS | 03/2024 | Present |
| Fortitude Financial Partners | Oakbrook Terrace | IL | 03/2024 | Present |
1) Owner of a rental property; investment-related; started 2/1/2022; 10 hours/month during securities trading hourse; 0 hrs/month during securities trading hours; collect rent, pay bills, and keep records for property. 2) Fortitude Financial Partners; investment-related; Chicago, IL; Registered Advisor; offering investment advisory services through Mariner Platform Solutions; 160 hrs/month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
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