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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-23 |
| OK | RA | APPROVED | 2016-09-23 |
Branch Locations
4200 E. Skelly Dr. Suite 950, Tulsa, OK 74135 • United States
7469 Pennsylvania Drive, Amarillo, TX 79119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors - Oklahoma, Llc | Tulsa | OK | 03/2012 | 06/2018 |
| Mariner Wealth Advisors | Amarillo | TX | 06/2018 | Present |
WTAMU Engler School of Business Advisory board; not investment-related; advisory board member; start date: 2/2023; 1 hr/month during securities trading hours. Swoop Ventures, LLC; Investment related, Tulsa, OK, Member, Start date: 02/21/2013, 1 hour per month, 0 hours during trading hours, formed to participate in private investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-21 |
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