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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-03-16 |
Branch Locations
207 Ne 19Th Street Ste. 302, Mcminnville, OR 97128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 12/2021 |
| Cascadia Wealth Management | Mcminnville | OR | 01/1999 | 12/2021 |
| Cascadia Advisory Services, Llc | Mcminnville | OR | 02/2018 | 12/2021 |
| Mariner Wealth Advisors | Mcminnville | OR | 12/2021 | Present |
1. FMT RETIREMENT WORKSHOPS, INVESTMENT RELATED, MCMINNVILLE, OR, STARTED 2/2013, INSTRUCTOR, APX NUMBER OF HOURS PER WEEK: 16, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: TEACHING WORKSHOPS FOR RETIREMENT PREP 2. Squirrel Group, LLC; not investment-related; created to draw income; started 1/1/2013; Owner; 1 hr/month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-06 |
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