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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 07/2013 | 11/2019 |
| Charles Schwab Bank | Austin | TX | 04/2015 | 11/2019 |
| Exencial Wealth Advisors | Oklahoma City | OK | 11/2019 | 04/2026 |
| Klink Wealth Advisors | Edmond | OK | 04/2026 | Present |
| Mariner Platform Solutions | Overland Park | KS | 04/2026 | Present |
Klink Wealth Advisors; Investment related, Edmond, OK, Offering investment services through Mariner Platform Solutions, Start date; 04/2026, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-18 |
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