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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-08 |
Branch Locations
800 Cranberry Woods Dr., Cranberry Township , PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 03/2025 | 04/2025 |
| Mariner | Overland Park | KS | 04/2025 | Present |
| Bny Mellon Wealth Management | Pittsburgh | PA | 09/2019 | 02/2025 |
| Bny Mellon Wealth Management | Pittsburgh | PA | 12/2016 | 08/2019 |
| Bny Mellon Wealth Management | Pittsburgh | PA | 06/2015 | 11/2016 |
| Carnegie Mellon Tepper School Of Business | Pittsburgh | PA | 01/2019 | 05/2019 |
Residential Rental Property, Not investment related, Pittsburgh, PA , 1/1/19, 0 , 0, Passive owner Women's Board of Pittsburgh, Investment related: N, Valencia, PA, charity which raises funds to impact women and children in Pittsburgh, member of PR committee, 8/1/2020, 5 hours per month, 2 hours during trading hours, serve on the PR committee which includes communication releases around our annual fundraising event. The Andrew Effect, Not investment related, Zelienople, PA , Treasurer, 3/4/26, 5, 0, Treasurer capacity and help with balancing the books and fundraising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-02 |
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