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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-24 |
Branch Locations
9045 River Road Suite 475, Indianapolis, IN 46240 • United States
Noblesville, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Management Equity, Llc | Charlotte | NC | 02/2008 | 04/2023 |
| Morgan Stanley | Charlotte | NC | 07/2013 | 09/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2013 | 09/2019 |
| Biltmore Family Office | Charlotte | NC | 09/2019 | 04/2023 |
| Thurston Springer Financial | Indianapolis | IN | 04/2023 | 12/2023 |
| Thurston Springer Advisors | Indianapolis | IN | 04/2023 | 06/2025 |
| Mariner Wealth Advisors | Overland Park | KS | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-24 |
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