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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-01 |
Branch Locations
2121 Avenue Of The Stars Suite 2400, Los Angeles, CA 90067 • United States
51 Poppy Hills Rd, Laguna Nigel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 06/2026 | Present |
| Ep Wealth Advisors | Torrance | CA | 08/2016 | 06/2021 |
| Manhattan West Enterprise Company Llc | Los Angeles | CA | 06/2021 | 05/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 05/2024 | 05/2026 |
Stage of the Art; not investment related activity; 7526 Rindge Ave Playa Del Rey, CA 90293; Stage of the Art is a Home Staging Business; Owner; January 2014; 20/hrs a week; 10/hrs a week are spent during securities trading hours; Proprietor of Stage of the Art.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-19 |
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