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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-07-18 |
Branch Locations
8871 Ridgeline Blvd, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. / Empower Retirement | Greenwood Village | CO | 03/2013 | 07/2018 |
| Edgerock Wealth Management | Englewood | CO | 01/2021 | 07/2023 |
| Innovest Portfolio Solutions | Denver | CO | 08/2018 | 12/2020 |
| Mariner Wealth Advisors | Overland Park | KS | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-30 |
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