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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-24 |
| MA | RA | APPROVED | 2024-03-06 |
Branch Locations
57 River Street Suite 304, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Inc | Boston | MA | 05/2001 | 02/2024 |
| Mariner Platform Solutions | Overland Park | KS | 02/2024 | Present |
| Kinney Munro Wealth Advisors | Newton | MA | 02/2024 | Present |
Kinney Munro Wealth Advisors; investment-related; Newton, MA; offering investment advisory services through Mariner Platform Solutions; Registered Advisor; start date: 02/2024; 160 hrs/month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-16 |
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