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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pittsburgh Field Club | Fox Chapel | PA | 05/2016 | 10/2025 |
| Pittsburgh Field Club | Fox Chapel | PA | 05/2018 | 08/2021 |
| Farmers National Bank | Pittsburgh | PA | 07/2022 | 08/2022 |
| Strategic Path Retirement | Carnegie | PA | 12/2022 | 01/2023 |
| Strategic Path Retirement | Carnegie | PA | 06/2024 | 10/2025 |
| Mariner Platform Solutions | Overland Park | KS | 10/2025 | Present |
| Strategic Path Retirement | Carnegie | PA | 10/2025 | Present |
Strategic Path Retirement; Investment related, Carnegie, PA Offering investment services through Mariner Platform Solutions, Advisor, Start date; 10/2025, 160 hours per month during securities trading hours. Fixed insurance sales; Investment related; Conducted at branch location; start date June 2026; 40 hours/month during business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-09 |
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