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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2016-09-23 |
Branch Locations
4200 E. Skelly Dr Suite 950, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Tulsa | OK | 01/2013 | Present |
BUILDING ALL CHILDREN, INC; NOT INVESTMENT-RELATED; BOARD OF DIRECTORS TREASURER; 5550 S LEWIS AVE, STE 202, TULSA, OK; 01/01/2019 - PRESENT; 4 HRS/MO, 1 HR DURING SECURITIES TRADING. 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. Asbury Church, Inc.; non investment related; Tulsa, OK; Church Council; board member; start date 7/1/25; 10 hours per month, 1 during trading hours; Church governance board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-11 |
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