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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-06 |
Branch Locations
325 Rocky Slope Rd Suite 302, Greenville, SC 29607 • United States
Greer, SC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 08/2013 | 03/2021 |
| Morgan Stanley | Miami | FL | 05/2021 | 12/2021 |
| Massmutual Life Insurance Co | Ftlauderdale | FL | 12/2023 | 06/2024 |
| Mml Investors Services, Llc | Ft Lauderdale | FL | 03/2024 | 06/2024 |
| Fembi Mortgage | Miami | FL | 01/2022 | 07/2023 |
| The Florida Mortgage Lab Llc | Miami | FL | 07/2023 | 06/2024 |
| Guerra Wealth Advisors | Miami | FL | 06/2024 | 01/2025 |
| Coastal Wealth | Miami | FL | 01/2024 | 06/2024 |
| Guerra Wealth Advisors | Miami | FL | 01/2025 | 06/2026 |
| Mariner | Overland Park | KS | 06/2026 | Present |
Non-variable Insurance - Providing different insurance services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
| S66 | Uniform Combined State Law Examination | 2012-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-29 |
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