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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| MI | RA | APPROVED | 2024-11-19 |
Branch Locations
545 N Main Street Suite 202, Milford, MI 48381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar Bank | New Hudson | MI | 01/2017 | 04/2022 |
| Lululemon Athletica | Novi | MI | 11/2015 | 01/2017 |
| Crossfit Justice | Milford | MI | 08/2011 | 12/2016 |
| Thrivent Investment Management Inc | Detroit | MI | 05/2022 | 11/2024 |
| Thrivent Financial | Appleton | WI | 04/2023 | 07/2023 |
| Thrivent Financial | Appleton | WI | 07/2023 | 11/2024 |
| Mariner Platform Solutions | Overland Park | KS | 11/2024 | Present |
| Fortitude Financial Partners | Oakbrook Terrace | IL | 11/2024 | Present |
Fortitude Financial Partners; Investment related, Oakbrook Terrace, IL, Offering investment services through Mariner Platform Solutions/Mariner Independent, start date; 11/2024, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-19 |
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