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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-12 |
| RI | RA | APPROVED | 2022-07-01 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
260 Franklin St. Suite 810, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor Wealth Management Partners | Boston | MA | 01/2014 | 06/2022 |
| Mariner Wealth Advisors | Boston | MA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-03 |
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