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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 | 2019-07-01 |
Branch Locations
1800 Bering Drive Suite 250, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sms Capital Management | Houston | TX | 12/2002 | 07/2019 |
| Mariner Wealth Advisors | Houston | TX | 07/2019 | Present |
Board member OF C4 IMAGING, LLC; 4807 VALERIE STREET, BELLAIRE, TX 77401; NON-INVESTMENT RELATED; MEDICAL DEVICE COMPANY; SINCE 2010; APPROX 4 HOURS/MO. NON-TRADING HOURS. INVOLVED IN STRATEGIC DIRECTION. CFA SOCIETY OF HOUSTON; OBA CONDUCTED ONLINE ONLY; NOT INVESTMENT RELATED; Board of Directors; START DATE 07/2022; 3 HOURS/MONTH AND DURING SECURITIES TRADING HOURS. Author of self-published novel selling on Amazon; not investment-related; started 12/2021; may collect royalties from sales and attend various events ALBERT AND ETHEL HERZSTEIN CHARITABLE FOUNDATION, 6131 WESTVIEW DR, HOUSTON, TX 77055; NOT INVESTMENT RELATED; DIRECTOR - ATTENDS QUARTERLY BOARD MEETINGS AND PERIODIC SITE VISITS WITH CHARITIES. START DATE 01/2019; 1.5 HOURS/MONTH AND DURING SECURITIES TRADING HOURS.
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