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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-21 |
| MO | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
4200 W. 115Th Street, Suite 210, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Rolling Meadows | IL | 09/2017 | 01/2019 |
| The University Of Kansas | Lawrence | KS | 08/2013 | 05/2017 |
| Unemployed | Lawrence | KS | 05/2017 | 09/2017 |
| Merrill Lynch | Chicago | IL | 01/2019 | 04/2026 |
| Captrust | Raleigh | NC | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-05 |
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