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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-11 |
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
2202 N. Westshore Blvd Suite 200, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Rockwall | TX | 01/2007 | 12/2021 |
| American National Bank Of Texas | Rockwall | TX | 01/2007 | 12/2021 |
| Ameriprise Financial Services, Llc | Rockwall | TX | 12/2021 | 06/2023 |
| Unemployed | Rockwall | TX | 07/2023 | 11/2024 |
| Xtramile Financial Group | Tampa | FL | 11/2024 | Present |
| Mariner Platform Solutions | Tampa | FL | 11/2024 | Present |
1) Xtramile Financial Group; Investment-related, Tampa, FL, Offering investment services through Mariner Platform Solutions/Mariner Independent, start date; 11/20hours per month during securities trading hours. 2) DPL Financial Partners, LLC; Investment-related; Tampa, FL; Offering annuity and insurance and annuity solutions; Life, Accident, and Health Insurance Agent; 16 hrs/mo during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-11 |
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