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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 | 2026-07-17 |
Branch Locations
759 Parkway Street Suite 201, Jupiter, FL 33477 • United States
Jupiter, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2022 | 12/2022 |
| Medsolvers, Llc | Orlando | FL | 02/2021 | 05/2022 |
| Towne Park, Llc | Orlando | FL | 03/2018 | 04/2020 |
| Abm Industries | Orlando | FL | 02/2017 | 06/2017 |
| Unemployed | Orlando | FL | 07/2017 | 03/2018 |
| Unemployed - College Student | Orlando | FL | 04/2020 | 02/2021 |
| Winter Park High School | Winter Park | FL | 08/2013 | 06/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 08/2022 | 12/2022 |
| Morgan Stanley | Stuart | FL | 02/2023 | 06/2024 |
| Atlantic Wealth Partners, Llc | Jupiter | FL | 06/2024 | 07/2026 |
| Mariner | Overland Park | KS | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
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