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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-02-03 |
Branch Locations
325 Rocky Slope Road Suite 302, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2009 | 02/2023 |
| Mariner Wealth Advisors | Greenville | SC | 02/2023 | Present |
1.FIXED INSURANCE SALES, CONDUCTED AT BRANCH LOCATION, INVESTMENT RELATED. 2. RENTAL PROPERTY LOCATED IN EDISTO BEACH, SC, AS COOWNER WITH SPOUSE, NOT CONDUCTED AT BRANCH LOCATION, NOT INVESTMENT RELATED. 3. CO-OWNER, GOLDFINCH WEALTH MANAGEMENT; A PRIVATE ENTITY ESTABLISHED TO FACILITATE SECURITIES, ADVISORY, AND INSURANCE BUSINESS; LOCATED IN GREENVILLE, SC AS OF 1/1/2022; 99% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED. 4. Cooperative Baptist Fellow Foundation; not investment-related; no profit; Member of the Board of Trustees; start date 10/1/2020; 4. Janse Beach Cottage Rental, Not investment related, Greenville, SC, Owner, 2 hrs. per month, 0 hrs. during trading hours, Manage and maintain financials for the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-15 |
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