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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-03-05 |
Branch Locations
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth | Overland Park | KS | 02/2025 | Present |
| Forge Financial & Management Consulting, Inc. | West Des Moines | IA | 10/2022 | Present |
| Tdt Cpas And Advisors, P.C. | Pella | IA | 09/1999 | 10/2022 |
Forge Financial And Management Consulting, Inc.; Investment related; West Des Moines, IA, Tax, Audit and advisory services, CFO/Partner, Start date: 10/31/2022 160 hours per month, 160 hour during trading hours, serve in the capacity of CFO, Tax Director, and Officer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-13 |
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