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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-05 |
Branch Locations
325 Rocky Slope Rd Suite 302, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 11/2013 | 11/2016 |
| G.F. Investment Services, Llc | Sarasota | FL | 04/2016 | 11/2016 |
| Tiaa | Bradenton | FL | 11/2016 | 04/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Sarasota | FL | 11/2016 | 06/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bradenton | FL | 06/2025 | 04/2026 |
| Mariner | Overland Park | KS | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2013-12-20 |
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