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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-16 |
Branch Locations
8871 Ridgeline Blvd Suite 100, Highlands Ranch, CO 80129 • United States
Centennial, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Charlotte | NC | 02/2017 | 01/2018 |
| Lpl Financial | Fort Mill | SC | 07/2016 | 01/2017 |
| Associate Staffing | Charlotte | NC | 02/2017 | 05/2017 |
| Lpl Financial Llc | Fort Mill | SC | 01/2018 | 06/2020 |
| Gwfs Equities, Inc. | Greenwood Village | CO | 07/2020 | 01/2026 |
| Mariner | Overland Park | KS | 01/2026 | Present |
Colorado Financial Planning Association; Not investment related; Lakewood Colorado; Mission is to support financial planners through practice support, learning, advocacy, and networking.' Partnership Committee; 12/1/25 ; 4, 1; Serve as liaison by helping communicate chapter initiatives and participation guidelines to partner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-14 |
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