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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-21 |
| MI | RA | APPROVED | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 07/2024 | 10/2025 |
| Mariner | Overland Park | KS | 10/2025 | Present |
| Espo Engineering Corporation | Willowbrook | IL | 06/2023 | 08/2023 |
| The Chicago Cheetahs | Bensenville | IL | 08/2020 | 08/2022 |
| Home Depot | Joliet | IL | 05/2020 | 08/2020 |
| Oakland University | Auburn Hills | MI | 09/2019 | 04/2024 |
| Education | Joliet | IL | 01/2014 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-10 |
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