Best Investors
Account
Sign in
Best Investors
Account
Sign in
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-11 |
| OH | RA | APPROVED | 2023-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcgervey Wealth Management, Llc (151969) | North Canton | OH | 12/2009 | 12/2022 |
| Mariner Wealth Advisors | Canton | OH | 12/2022 | Present |
1. INSURANCE AGENT. INSURANCE ACTIVITIES, HRS: 1 - 5 PER MONTH, 2. PROPRIETOR OF MCGERVEY HOLDINGS 3. THE LAKES OF KINGS CREEK HOMEOWNERS ASSOCIATION INC; NOT INVESTMENT RELATED; CANTON, OH; TREASURER; START DATE 10/12/2022; 3 HRS PER MONTH; 1 HR DURING TRADING HOURS; MAINTAIN BOOKS AND RECORDS FOR THE ORGANIZATION, COLLECT DUES, SOLICIT BIDS AND PAY VENDORS FOR ASSOCIATION MAINTENANCE. 4. MCGERVEY HOLDINGS, LLC, NOT INVESTMENT RELATED; CANTON, OH; MANAGING MEMBER; START DATE 6/1/2015; 1 HR PER MONTH, 1 HR DURING TRADING HOURS; OVERSEES THE P&L AND PARTICIPATES IN MANAGEMENT OF THE REAL ESTATE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-05 |
Reach out to this advisor