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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-09 |
Branch Locations
Sicklerville, NJ • United States
5700 W 112Th St Suite 200, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Jersey City | NJ | 07/2022 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Jersey City | NJ | 07/2022 | 04/2025 |
| Morgan Stanley | New York | NY | 09/2015 | 07/2022 |
| Morgan Stanley | New York | NY | 09/2015 | 07/2022 |
| Wells Fargo | New York | NY | 05/2017 | 05/2017 |
| Mariner | Overland Park | KS | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-22 |
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