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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-15 |
Branch Locations
9040 Roswell Road Suite 560, Sandy Springs, GA 30350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2022 | 07/2024 |
| William Monroe High School | Stanardsville | VA | 08/2014 | 05/2018 |
| Kohls | Charlottesville | VA | 04/2018 | 08/2018 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 06/2018 | 05/2022 |
| Cvs | Ruckersville | VA | 06/2020 | 01/2021 |
| Wealthspire Advisors | Ruckersville | VA | 06/2021 | 07/2021 |
| Mariner Wealth Advisors | Overland Park | KS | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-13 |
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