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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-12-04 |
Branch Locations
3707 Charlestown Rd Suite C-2, New Albany, IN 47150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 04/2025 | 10/2025 |
| Mariner | Overland Park | KS | 10/2025 | Present |
| Oak Meadow Country Club | Evansville | IN | 03/2018 | 04/2021 |
| Choice Investment Services | Evansville | IN | 05/2024 | 04/2025 |
| Victoria National Golf Club | Newburgh | IN | 05/2022 | 02/2024 |
| Brake Supply | Evansville | IN | 05/2021 | 08/2023 |
| Doordash | Evansville | IN | 08/2021 | 01/2023 |
| Unemployed | Evansville | IN | 01/2015 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-04 |
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