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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-31 |
Branch Locations
1000 Legion Place Ste 1285, Orlando, FL 32801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2015 | 08/2021 |
| Mariner Wealth Advisors | Orlando | FL | 08/2021 | Present |
| Msec, Llc | Orlando | FL | 08/2021 | Present |
MSEC, LLC, ORLANDO, FL; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; START DATE 08/2021; 40 HRS/WK DURING SECURITIES TRADING HOURS. MARINER WEALTH ADVISORS, ORLANDO, FL; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 08/2021 ; 40 HRS/WK DURING SECURITIES TRADING HOURS. SELLING VARIOUS INSURANCE PRODUCTS, as an Agent, Investment related. COUNTRY CLUB OF ORLANDO, NOT INVESTMENT RELATED, ORLANDO, FL, COUNTRY CLUB, MEMBER OF THE BOARD OF DIRECTORS, START DATE 4/1/2020, 4 HRS PER MONTH, 0 HRS DURING TRADING, REVIEW AND ADVISE MANAGEMENT ON THE GENERAL OPERATIONS OF THE CLUB Center for Coastal Solutions; not investment related, Orlando, FL, Member of Advisory Board, Start date: 7/1/2023, 5 hours per month, 5 hours during trading hours. Assist the Center with Board Recruitment, Introductions, CCS Ambassadorship and Financial Support. Vaughn Wealth Management LLC; Investment related, Orlando, FL, Tax pass through entity, Owner, Start date: 6/1/2002, 1 hour per month, 0 hours during trading hours, no responsibilities. TKT Holdings, LLC; Not investment related, Orlando, FL, Owner of rental property, Start date: 1/21/2025, 5 hours per month, 0 hour during Trading hours, Maintain Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-02 |
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