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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crestmont Private Wealth Llc | Houston | TX | 01/2022 | 02/2023 |
| At&T | Dallas | TX | 05/2020 | 08/2020 |
| University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2021 |
| At&T | Dallas | TX | 05/2019 | 08/2019 |
| Fort Bend Texans Baseball Association | Sugarland | TX | 05/2018 | 07/2018 |
| Student | Houston | TX | 08/2012 | 08/2017 |
| Unemployed | Houston | TX | 06/2021 | 12/2021 |
| Crestmont Private Wealth Llc | Houston | TX | 02/2023 | 01/2025 |
| Mariner Wealth Advisors | Houston | TX | 01/2025 | 06/2026 |
| Mariner | Overland Park | KS | 06/2026 | Present |
Non-variable Insurance - Providing different insurance services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
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