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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-21 |
Branch Locations
9000 Canvas Parkway Unit 101, Brecksville, OH 44141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Platform Solutions | Overland Park | KS | 05/2026 | Present |
| Lockkeeper Wealth Partners | Akron | OH | 05/2026 | Present |
| Morgan Stanley Smith Barney Llc | Akron | OH | 12/2014 | 05/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 05/2026 |
1.Landlord for a condo rental 2. RENTAL PROPERTY, PHILADELPHIA, PA; 03/2008 2.Lockkeeper Wealth Partners; Investment related, Akron, OH, Offering investment services through Mariner Platform Solutions, start date; 05/2026, 160 hours per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-26 |
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