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Inactive

Jeffrey Lee Ou Baty

Mariner

Edmund, OK

Oklahoma City, OK

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-01-09
  • OK RA
    APPROVED
    Since 2026-01-09

Branch Locations

Edmund, OK • United States

1601 Nw Expressway Suite 1850, Oklahoma City, OK 73118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eide Bailly Financial Services Norman OK 10/2008 11/2019
Eide Bailly Advisors Norman OK 10/2008 11/2019
Eide Bailly Agency Norman OK 10/2008 11/2019
United Planners' Financial Services Scottsdale AZ 09/2015 11/2019
Eide Bailly Securities Norman OK 08/2009 11/2019
Eide Bailly Financial Services Norman OK 10/2008 11/2019
Exencial Wealth Advisors Oklahoma City OK 11/2019 01/2026
Mariner Overland Park KS 01/2026 Present
  • 10/2008 → 11/2019
    Eide Bailly Financial Services
    Norman, OK
  • 10/2008 → 11/2019
    Eide Bailly Advisors
    Norman, OK
  • 10/2008 → 11/2019
    Eide Bailly Agency
    Norman, OK
  • 09/2015 → 11/2019
    United Planners' Financial Services
    Scottsdale, AZ
  • 08/2009 → 11/2019
    Eide Bailly Securities
    Norman, OK
  • 10/2008 → 11/2019
    Eide Bailly Financial Services
    Norman, OK
  • 11/2019 → 01/2026
    Exencial Wealth Advisors
    Oklahoma City, OK
  • 01/2026 → Present
    Mariner
    Overland Park, KS
Previous Registrations
  • 2019-11-13 → 2025-10-29
    Exencial Wealth Advisors
    Oklahoma City, OK
  • 2008-10-08 → 2019-11-14
    Eide Bailly Advisors, Llc
    Tulsa, OK
    Norman, OK
    Oklahoma City, OK
    Sioux Falls, SD
  • 2007-10-10 → 2008-10-01
    1St Global Advisors Inc
    Oklahoma City, OK
  • 2005-07-06 → 2005-08-31
    Chase Investment Services Corp.
    Norman, OK
  • 2004-11-18 → 2005-07-06
    Banc One Securities Corporation
    Oklahoma City, OK
Other Businesses

MBS Holdings; investment related; Edmond, OK; partner; start date 11/18/25; 1 hour /month, 0 during trading hours; LLC purchases homes for renovation and sale.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-17
S63 Uniform Securities Agent State Law Examination 2000-04-18
  • S65 Uniform Investment Adviser Law Examination
    2004-11-17
  • S63 Uniform Securities Agent State Law Examination
    2000-04-18
Other Names
  • Jeff Lee Baty
  • Jeff Lee Baty
  • Jeffrey Lee Baty

View on SEC IAPD

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