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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 04/2016 | 12/2017 |
| Bank Of America, N.A. | Dallas | TX | 04/2016 | 12/2017 |
| Unemployed | Dallas | TX | 01/2018 | 08/2018 |
| Arvest Wealth Management | Tulsa | OK | 09/2018 | 04/2020 |
| Unemployed | Tulsa | OK | 04/2020 | 09/2021 |
| Utica Physicians Association, Ltd. | Tulsa | OK | 10/2021 | 10/2025 |
| Mariner | Overland Park | KS | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-08 |
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