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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-06-17 |
Branch Locations
1401 S. Brentwood Blvd. Suite 300, St. Louis, MO 63144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | St. Louis | MO | 07/2012 | 04/2017 |
| Charles Schwab & Co., Inc. | St Louis | MO | 04/2017 | 12/2018 |
| Charles Schwab Bank | St Louis | MO | 04/2017 | 12/2018 |
| Bunny Bean | St. Louis | MO | 03/2017 | 11/2018 |
| Us Bank | Saint Louis | MO | 01/2019 | 06/2022 |
| U.S. Bancorp Investments, Inc. | Saint Louis | MO | 01/2019 | 03/2022 |
| Mariner Wealth Advisors | St. Louis | MO | 06/2022 | Present |
Daryl Lane Estates, Not investment related, St. Louis, MO, HOA, Trustee, Start date: 4/1/2025, 5 hours per month, 0 during trading hours, administrative responsibilities. Bunny Bean & Bugs Holding Co LLC; not investment related; St Louis, MO; restaurant franchise; part owner; start date 8/29/25; 25 hours /month, 0 during trading hours; owner and operator of milkshake factory franchise
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-14 |
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