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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-22 |
Branch Locations
5700 W 112Th St Suite 200, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetmark Financial, Inc. | Chicago | IL | 05/2014 | 08/2021 |
| Assetmark, Inc. | Concord | CA | 05/2014 | 08/2021 |
| Assetmark Brokerage, Llc | Concord | CA | 08/2014 | 08/2021 |
| Charles Schwab & Co., Inc. | Winnetka | IL | 11/2021 | 07/2022 |
| Charles Schwab Bank, Ssb | Winnetka | IL | 11/2021 | 07/2022 |
| Global Retirement Partners, Llc | San Rafael | CA | 08/2022 | 12/2023 |
| Mcadam Llc | Chicago | IL | 08/2023 | 12/2023 |
| Rwa Wealth Partners, Llc | Newton | MA | 12/2023 | 04/2025 |
| Mariner | Overland Park | KS | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-27 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-09 |
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