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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-16 |
| KS | RA | APPROVED | 2024-08-16 |
Branch Locations
5700 W. 112Th St. Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coker James & Co., Pc | Kennesaw | GA | 01/1990 | Present |
| Avantax Planning Partners, Inc. | Dubuque | IA | 05/2013 | 07/2024 |
| Mariner Wealth | Overland Park | KS | 07/2024 | Present |
(1) Coker James & Company, PC CPAs; Not Investment-related; Kennesaw, GA; regional CPA firm; Shareholder, Accountant, and Plan Trustee for the firm's 401(k) plan; Start Date: 08/01/1996; 160 hrs/mo, 160 hrs/mo during securities trading hours. (2) BluNVest, LLC; Investment-related; Kennesaw, GA; Solicitor Firm; Owner/Member; Start Date: 01/01/2024; 0 hrs/mo, 0 hrs/mo during securities trading; providing referrals of clients to registered investment advisors. (3) Simile Initiative, LLC; Investment-related; Woodstock, GA & Kennesaw, GA; Residential & Commercial leasing entity; LLC Member; Start Date: 01/01/2020; 2 hrs/mo, 0 hours during securities trading; hours; among other periodic tasks, collecting rent payments, inspect the property, and maintain the leases.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-06 |
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