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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-08 |
Branch Locations
1500 Broadway 28Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 06/2026 | Present |
| Securian Financial Services Inc. | St. Paul | MN | 02/2017 | 06/2017 |
| Minnesota Life | St. Paul | MN | 02/2017 | 06/2017 |
| Tax And Financial Group | Newport Beach | CA | 02/2017 | 06/2017 |
| Unemployed | Anaheim Hills | CA | 05/2016 | 02/2017 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 07/2021 | 06/2026 |
| Rnc Genter Capital Management | Los Angeles | CA | 07/2017 | 12/2018 |
| Bessemer Trust Company, N.A. | Los Angeles | CA | 12/2018 | 08/2020 |
| Unemployed | Los Angeles | CA | 08/2020 | 07/2021 |
| Self-Employed | Los Angeles | CA | 08/2020 | 07/2021 |
| Transition Period | Anaheim Hills | CA | 06/2017 | 07/2017 |
University of Southern California; not investment related; remote; mentorship program; volunteer; start date Jan 2021; 3 hours /month, 0 during trading hours; Provide guidance to current students: resume, networking, professional development, academics, etc. Columbia University; not investment related; remote; mentorship program; volunteer; start date Oct 2024; 2 hours /month, 0 during trading hours; Volunteer as alumni mentor to current students in masters program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-23 |
| S66 | Uniform Combined State Law Examination | 2025-01-27 |
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