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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| CA | RA | APPROVED | 2022-03-03 |
Branch Locations
11801 Pierce Street Ste. 200, Riverside, CA 92505 • 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 |
|---|---|---|---|---|
| Merrill Lynch | Riverside | CA | 10/2010 | 05/2020 |
| Adviceperiod, Llc | Los Angeles | CA | 05/2020 | 03/2022 |
| Mariner Platform Solutions | Riverside | CA | 03/2022 | Present |
1. Lifestream Board of Directors 2. Circle City Rotary Board 3. Prospero Wealth Management, LLC; not investment-related; LLC was created to receive 1099 income from Mariner Platform Solutions; start date: 4/1/2022; less than 1 hr/month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-14 |
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