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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-09 |
Branch Locations
1661 International Drive Suite 400, Memphis, TN 38120 • United States
905 Harpeth Valley Place, Nashville, TN 37221 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Trusted Advisor Investments | Brentwood | TN | 10/2017 | 12/2021 |
| Trustcore Financial Services, Llc | Brentwood | TN | 12/2021 | 12/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2022 | 04/2025 |
| Waddell & Reed Inc | Nashville | TN | 06/2014 | 08/2017 |
| Mariner | Overland Park | KS | 04/2025 | Present |
Harpeth Heights HOA; Not investment related, Nashville, TN, Board Member, Start date: 07/14/2025 4 hours, per month, 1 during trading hours, Create and administer rules and regs for our community and enforce them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-21 |
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