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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-01-30 |
Branch Locations
4200 West 115Th Street Suite 210, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msec, Llc | Overland Park | KS | 10/2014 | 06/2024 |
| Mariner Retirement Advisors | Overland Park | KS | 10/2014 | 06/2018 |
| Mariner Wealth Advisors | Overland Park | KS | 06/2018 | 01/2026 |
| Mariner Institutional | Winter Park | FL | 10/2023 | 01/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
FAMILY TRUST,8629 OAKVIEW DR., LENEXA, KS 66215; NON-INVESTMENT RELATED; TRUST OWNS TWO CONDOS IN FLORIDA EQUALLY WITH ANOTHER SEPARATE FAMILY TRUST AND RENTS THE CONDOS AT TIMES; START DATE; JAN 2017; 0 HRS/MONTH TOTAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-02 |
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