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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 | 2026-02-17 |
| MA | RA | APPROVED | 2026-02-03 |
| RI | RA | APPROVED | 2026-01-15 |
Branch Locations
Punta Gorda, FL • United States
East Providence, RI • United States
300 Ledgewood Place Suite 101, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Advisors Llc | Rockland | MA | 05/1997 | 12/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2006 | 12/2025 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2026 | Present |
1. M&M FNA Holdings LLC., Investment related: N, Punta Gorda, FL, Holding Co for Ownership interest in Mariner Wealth Advisors, Managing Member, 06/12/2023, 1 hours per month, 1 hours during trading hours. Receive Distributions from Mariner. 2. MAJK Four LLC, Investment related: N, Rockland, MA, holding company, Manager, 01/05/2026, 1 hours per month, 1 hours during trading hours 3. MSH FNA Services LLC. Investment related: N, Punta Gorda, FL, Manager. 06/12/2023, 1 hours per month, 1 hours during trading hours, provide Manager Services to M&M FNA Holdings LLC and Investment Advisor Representative services First National Advisors LLC. 4. NOTARY PUBLIC FOR THE STATE OF MA. NOT INVESTMENT-RELATED. AT 300 LEDGEWOOD PLACE, STE 101, ROCKLAND MA 02370. PUBLIC SEVRANT. NOTARY PUBLIC. START: 08/2020. 1 HR/MONTH; ALL DURING TRADING HOURS. WITNESSING SIGNATURES AND PERFORMING NOTORIAL ACTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-22 |
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