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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-04 |
| TX | RA | APPROVED | 2021-08-02 |
Branch Locations
240 South Pineapple Avenue Suite 601, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Sarasota | FL | 01/2013 | 09/2020 |
| Allegiant Private Advisors, Llc | Sarasota | FL | 09/2020 | 07/2021 |
| Mariner Wealth Advisors | Sarasota | FL | 08/2021 | Present |
1) Habitat for Humanity; not investment-related; board member, finance committee member; started July 2016; 4 hours per month involved. 2) Sarasota Scullers rowing club; not investment-related; board member/treasurer; started July 2020; 4 hours per month involved. 3) Leadership Sarasota; not investment-related; council member; started July 2019; 4 hours per month involved. 4) Divorce consulting; not investment related; started October 2014; 1 hour per month involved
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-08 |
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