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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 | 2025-04-30 |
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 |
|---|---|---|---|---|
| Keybank | Manlius | NY | 11/2023 | 04/2025 |
| Key Investment Services Llc | Brooklyn | OH | 01/2024 | 04/2025 |
| Everest Consultants Llc | Syracuse | NY | 06/2021 | 08/2023 |
| Steve Madden | Syracuse | NY | 07/2022 | 05/2023 |
| Mario & Salvo's Pizza | Syracuse | NY | 06/2021 | 10/2021 |
| Town Of Dewitt | Dewitt | NY | 09/2018 | 08/2019 |
| Syracuse University | Syracuse | NY | 09/2020 | 05/2023 |
| Jamesville-Dewitt High School / Middle School | Jamesville | NY | 09/2012 | 06/2019 |
| High Point University | High Point | NC | 09/2019 | 05/2020 |
| Unemployed- Student/Covid | Syracuse | NY | 06/2020 | 05/2021 |
| Mariner | Overland Park | KS | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-23 |
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