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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 | 2026-07-28 |
Branch Locations
4200 E Skelly Dr Suite 950, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair & Company | Chicago | IL | 11/2014 | 07/2018 |
| Creditpoint Software | Tulsa | OK | 10/2018 | 08/2019 |
| Capital Advisors, Inc. | Tulsa | OK | 09/2019 | 06/2026 |
| Corient Services Llc | Miami | FL | 06/2026 | 07/2026 |
| Corient | Tulsa | OK | 06/2026 | 07/2026 |
| Mariner | Overland Park | KS | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
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