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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Tulsa | OK | 06/2026 | 07/2026 |
| Mariner | Tulsa | OK | 07/2026 | Present |
| Bok Financial | Tulsa | OK | 05/2025 | 08/2025 |
| Camp Timberline | Estes Park | CO | 05/2024 | 07/2024 |
| Camp Timberline | Estes Park | CO | 05/2023 | 07/2023 |
| Unemployed | Tulsa | OK | 04/2015 | 05/2023 |
| Oklahoma State University | Stillwater | OK | 05/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
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