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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 | 2020-01-09 |
Branch Locations
5740 Fleet Street Suite 140, Carlsbad, CA 92008 • United States
11455 El Camino Real Suite 480, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | San Diego | CA | 01/2014 | 03/2018 |
| Seaside Wealth Management | Carlsbad | CA | 03/2018 | 11/2019 |
| Mariner Wealth Advisors | San Diego | CA | 12/2019 | Present |
Simplicity Ops Academy; not investment related; Carlsbad, CA; consultant / contributor; education; start date 12/1/25; 4 hours /month, 0 during trading hours; developing course content focusing on general finance concepts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-03 |
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