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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-04-29 |
Branch Locations
5700 W 112Th St Suite 200, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 04/2020 | 02/2026 |
| Rts Financial | Overland Park | KS | 08/2018 | 04/2020 |
| Cbw Bank | Topeka | KS | 11/2016 | 08/2018 |
| Security Benefit | Topeka | KS | 05/2017 | 05/2017 |
| Topeka Country Club | Topeka | KS | 08/2015 | 11/2016 |
| Mariner | Overland Park | KS | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
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