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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-03-12 |
Branch Locations
1375 Martin St., Suite 200, State College, PA 16803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Investment Advisors | State College | PA | 01/2000 | 09/2018 |
| Mariner Wealth Advisors, Llc | State College | PA | 03/2018 | Present |
1) OLD DOMINION BANK, 8601 WESTWOOD CENTER DR, TYSONS CORNER, VA 22182; INVESTMENT RELATED; MEMBER OF ADVISORY BOARD/SHAREHOLDER; START DATE 02/2018; 2 HRS/MONTH AND 0 DURING SECURITIES TRADING HOURS. 2) ART Real Estate Investment; Boalsburg, PA; Manager; start date 7/12/2022; 2 hrs/month; 0 hrs/month during securities trading hours 3) Centre First Bank; advisory board member; start date 7/12/2022; 1 hr/month; 0 hrs/month during securities trading hours 4) St. Joseph's Catholic Academy; board president; start date 7/12/2022; 8 hrs/month; 2 hrs/month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-22 |
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