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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-23 |
Branch Locations
123 Center Park Dr Suite 209, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Knoxville | TN | 05/2025 | 07/2026 |
| Mariner | Knoxville | TN | 07/2026 | Present |
| Frazier Financial Advisors | Columbus | OH | 08/2025 | 12/2025 |
| Full Time Student At The Ohio State University | Columbus | OH | 12/2025 | 06/2026 |
| Mariner | Knoxville | TN | 05/2025 | 08/2025 |
| Tricord Wealth Advisors | Columbus | OH | 08/2024 | 12/2024 |
| Full Time Student At The Ohio State University | Columbus | OH | 12/2024 | 05/2025 |
| Forest Hills Swim Club | Cincinnati | OH | 05/2024 | 08/2024 |
| Full Time Student At The Ohio State University | Columbus | OH | 08/2023 | 05/2024 |
| Forest Hills Swim Club | Cincinnati | OH | 05/2023 | 08/2023 |
| Full Time Student At The Ohio State University | Columbus | OH | 08/2022 | 05/2023 |
| Forest Hill Swim Club | Cincinnati | OH | 05/2022 | 08/2022 |
| Full Time Student At Turpin High School | Cincinnati | OH | 08/2021 | 05/2022 |
| Forest Hills Swim Club | Cincinnati | OH | 05/2021 | 08/2021 |
| Full Time Student At Turpin High School | Cincinnati | OH | 08/2020 | 05/2021 |
| Forest Hills Swim Club | Cincinnati | OH | 05/2020 | 08/2020 |
| Full Time Student At Turpin High School | Cincinnati | OH | 08/2019 | 05/2020 |
| Forest Hills Swim Club | Cincinnati | OH | 05/2019 | 08/2019 |
| Full Time Student At Turpin High School | Cincinnati | OH | 08/2018 | 05/2019 |
| Full Time Student At Nagle Middle School | Cincinnati | OH | 07/2016 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-02 |
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