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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-03 |
Branch Locations
11225 Se 6Th St. Ste. 260, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 08/2014 | 07/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 10/2014 | 07/2018 |
| Massmutual Life Insurance | Lake Oswego | OR | 07/2018 | 07/2020 |
| Mml Investors Services, Llc | Lake Oswego | OR | 07/2018 | 07/2020 |
| Cascadia Advisory Services, Llc | Portland | OR | 07/2020 | 12/2021 |
| Mariner Wealth Advisors | Bellevue | WA | 12/2021 | Present |
NAME: LIFE, DISABILITY,LONG-TERM CARE INSURANCE BROKER INV. RENTAL PROPERTY College Guide Pro; Not investment related, Seattle, WA, Platform for educational financial content, Owner, 20 hours per month, 0 hours during trading hours, Create content, teach seminars, and oversee the direction of the college planning services. Michael MacKelvie Youtube Channel; Not investment related, Seattle, WA, Creator, 20 hours per month, 0 hours during trading hours, make sports videos.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
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