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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-08-09 |
Branch Locations
8871 Ridgeline Blvd. Ste. 100, Highlands Ranch, CO 80129 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Toews Corporation | Linwood | NJ | 09/2013 | 07/2017 |
| Northern Lights Distributors, Llc | Omaha | NE | 10/2013 | 07/2017 |
| Unemployed | Littleton | CO | 07/2017 | 09/2017 |
| Presidential Brokerage, Inc | Greenwood Village | CO | 09/2017 | 05/2020 |
| Pruco Securities, Llc. | Englewood | CO | 05/2020 | 08/2022 |
| Prudential Insurance Company Of America | Englewood | CO | 05/2020 | 08/2022 |
| Mariner Wealth Advisors | Highlands Ranch | CO | 08/2022 | Present |
The Colorado Choir; not investment related; Denver, CO; board member; start date Jan 2025; 3 hours /month, 0 during trading hours; volunteer position for promotions and advertising
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-04 |
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