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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Boston | MA | 03/2016 | 02/2018 |
| Citizens Securities Inc | Boston | MA | 03/2016 | 02/2018 |
| Unemployed | Boston | MA | 02/2018 | 07/2018 |
| Triton Financial Group, Inc. | Marlborough | MA | 08/2018 | 01/2025 |
| Triton Financial Group, Inc. | Marlborough | MA | 08/2023 | 01/2025 |
| Mariner Wealth | Overland Park | KS | 01/2025 | Present |
Gerson Lehrman Group, Inc.; not investment related; Marlborough, MA; subject matter expert; start date 10/30/25; 1 hour /month, 0 during trading hours; SME on wealth management topics
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-18 |
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