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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-03 |
| NJ | RA | APPROVED | 2024-09-23 |
Branch Locations
Plainfield, NJ • United States
100 Walnut Avenue Suite 201, Clark, NJ 07066 • United States
57 River Street Suite 2400, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planning Capital Management Corp. | Plainfield | NJ | 01/2005 | 09/2024 |
| Mariner Independent | Overland Park | KS | 09/2024 | Present |
| Kinney Munro Wealth Advisors | Newton | MA | 09/2024 | Present |
1.01/25/2012 - OTHER-FARM / I RECENTLY BOUGHT A "HOBBY FARM" AND WILL BE PRODUCING HAY, WOOD, AND MAPLE SYRUP. THE FARM IS ACTIVELY MANAGED BY A GENERAL MANAGER ON SITE, BUT I WILL OVERSEE ACTIVITIES ON THE FARM / 3% OF TIME SPENT. Name of Farm entity is Strategic Global Warming Realty LLC. 3hrs/month. No compensation. 2. Kinney Munro Wealth Advisors; Investment related, Newton, MA, Offering investment services through Mariner Platform Solutions/Mariner Independent, start date; 09/2024, 160 hours per month during securities trading hours. 3. Strategic Global Realty Fund, LLC; Not investment related, Plainfield, NJ, President , Start date: 12/12/12, 2hours per month, 0 hours during trading hours, It is a hobby farm. I have local management of the farm and take a few calls and visit once or twice each year
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-26 |
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