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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 | 2022-10-03 |
Branch Locations
1701 Cochran Rd. 2Nd Floor, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lfg Financial | Pittsburgh | PA | 07/1991 | 03/2020 |
| Mariner Wealth Advisors | Pittsburgh | PA | 10/2022 | Present |
| Executive Wealth Counselors | Pittsburgh | PA | 10/2020 | 09/2022 |
| Full-Time Education | Pittsburgh | PA | 04/2020 | 09/2020 |
Insurance licensed. Luttner Financial Group Ltd; non-investment related, Pittsburgh, PA, Insurance, Retired Agent, start date: 10/1/2022, 4 hours per month, 4 hours during trading hours, receives residual commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-20 |
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