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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 | 2020-10-26 |
| TX | RA | APPROVED | 2020-10-26 |
Branch Locations
145 East Prospect Ave Suite 217, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 09/2008 | 11/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 06/2009 | 10/2020 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 10/2020 |
| Mariner Wealth Advisors | Danville | CA | 10/2020 | Present |
| Msec, Llc | Danville | CA | 10/2020 | 08/2023 |
| Msec, Llc | Overland Park | KS | 03/2024 | 07/2026 |
AXR DBA NAME FOR WINERY. SILVERADO TRAIL WINE PARTNERS IV IS THE HOLDING ENTITY FOR THE REAL ESTATE OF THE WINERY. THVS CORP IS THE HOLDING ENTITY FOR THE WINE INVENTORY. I AM A PASSIVE INVESTOR, 2% TIME, 10% OWNERSHIP. WINERY IN NAPA VALLEY. Olympic Club Foundation; San Francisco, CA, Not profit organization, Board Member, Start date: 10/2/2023, 1 hour per month, 0 hours during trading hours, Attend monthly board meetings to award grants to local entities that help at risk youth in the SF Bay area.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-13 |
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