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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 | 2026-01-21 |
Branch Locations
905 Harpeth Valley Pl, Nashville, TN 37221 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2021 | 10/2024 |
| Suntrust Bank/Truist Financial Corp | Atlanta | GA | 07/2019 | 07/2021 |
| Lipscomb University | Nashville | TN | 08/2015 | 05/2019 |
| Lipscomb University | Nashville | TN | 01/2019 | 05/2019 |
| Asurion | Nashville | TN | 06/2018 | 08/2018 |
| Southwestern Investment Group | Franklin | TN | 05/2017 | 08/2017 |
| Lpl Financial Llc | Brentwood | TN | 10/2024 | 01/2026 |
| Mariner | Overland Park | KS | 01/2026 | Present |
1 - 08/20/2024 - Author - Not Inv Related - TN 37221 - OBA Start Date: 05/01/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-22 |
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