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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-16 |
Branch Locations
601 University Ave Suite 265, Sacramento, CA 95825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Palo Alto | CA | 03/2018 | 03/2019 |
| Uc Davis | Davis | CA | 09/2013 | 12/2017 |
| Mariner | Overland Park | KS | 11/2024 | Present |
| Better Mortgage | Oakland | CA | 03/2019 | 08/2022 |
| Unemployed | Sacramento | CA | 08/2022 | 05/2023 |
| Mercer Advisors | Roseville | CA | 05/2023 | 11/2024 |
| Unemployed | Davis | CA | 12/2017 | 03/2018 |
| Mariner | Overland Park | KS | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-15 |
| S66 | Uniform Combined State Law Examination | 2018-08-31 |
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