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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Legacy Financial Group, Inc. | Tulsa | OK | 08/2021 | 12/2024 |
| Target | Owasso | OK | 01/2021 | 08/2021 |
| The Little Light House | Tulsa | OK | 09/2019 | 03/2021 |
| Unemployed | Tulsa | OK | 05/2019 | 09/2019 |
| Oral Roberts University | Tulsa | OK | 08/2016 | 05/2019 |
| Mariner Wealth Advisors | Overland Park | KS | 12/2024 | Present |
YMCA Tulsa Inc.; Not investment related, Tulsa, OK, Board Intern, Start date: 9/1/20242 hours per month, 2 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-23 |
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