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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Value87 Investment Partners | Aliso Viejo | CA | 05/2026 | Present |
| Mariner Platform Solutions | Overland Park | KS | 06/2026 | Present |
| Kovitz Investment Group Partners, Llc | Aliso Viejo | CA | 07/2024 | 12/2025 |
| Edward Jones | Newport Beach | CA | 06/2022 | 07/2024 |
| Nordstrom | Mission Viejo | CA | 12/2021 | 01/2022 |
| Precept Environmental | Lake Forest | CA | 01/2020 | 08/2021 |
| Rolloritto Sushi Restaurant | Mission Viejo | CA | 06/2017 | 09/2017 |
| San Juan Hills High School | San Juan Capistrano | CA | 09/2014 | 06/2018 |
| San Diego State University | San Diego | CA | 08/2018 | 05/2022 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | 05/2026 |
Value87 Investment Partners; Investment related, Aliso Viejo, CA, Offering investment services through Mariner Platform Solutions, start date; 05/2026, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-21 |
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