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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-04 |
Branch Locations
8050 Sw Pfaffle St Suite 100, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | Portland | OR | 04/2013 | 05/2019 |
| Tpg Financial Advisors Llc | Portland | OR | 04/2013 | 02/2025 |
| The Partners Group | Portland | OR | 04/2013 | 02/2025 |
| Mariner Wealth Advisors | Overland Park | KS | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-07 |
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