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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-12 |
Branch Locations
800 S Douglas Road Suite 900, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 07/2013 | 11/2017 |
| Bank Of America, N.A. | Miami | FL | 07/2013 | 11/2017 |
| Suntrust Bank | Coral Gables | FL | 11/2017 | 01/2019 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2017 | 01/2019 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 12/2017 | 01/2019 |
| Creative Planning | Overland Park | KS | 01/2019 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 07/2019 | 06/2021 |
| Bank Of America, N.A. | Miami | FL | 07/2019 | 06/2021 |
| Unemployed | Miami | FL | 06/2019 | 07/2019 |
| Msec, Llc | Coral Gables | FL | 06/2021 | Present |
| Mariner Wealth Advisors | Coral Gables | FL | 06/2021 | Present |
CONSCIOUS BREWING, LLC; FOR-PROFIT ORGANIZATION; INVESTMENT RELATED: N; MIAMI, FL; START DATE 11/2020; LLC; CO-OWNER & PART-TIME BREWER; 20 HRS/MONTH; 0 HRS DURING SECURITIES TRADING HOURS; 0; MSEC, LLC, CORAL GABLES, FL; INVESTMENT RELATED;REGISTERED REPRESENTATIVE; START DATE 6/2021; 40 HRS/WK DURING SECURITIES TRADING HOURS; MARINER WEALTH ADVISORS, CORAL GABLES, FL; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 6/2021; 40 HRS/WK DURING SECURITIES TRADING HOURS. MIAMI INDEPENDENT BREWERS ALLIANCE, INC; Not investment related, Coral Gables ,FL, Treasurer, Start date: 6/1/2025, 2 hours per month, 0 during trading hours, Act as Treasurer on the board of the non-profit association
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-31 |
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