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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 | 2025-02-04 |
| OK | RA | APPROVED | 2018-03-12 |
Branch Locations
4200 E. Skelly Drive, 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 | 03/2018 | Present |
| Mariner Wealth Advisors - Oklahoma, Llc | Tulsa | OK | 01/2013 | 06/2018 |
Emergency Infant Services Inc,; not investment related: N, Tulsa, OK, Entity is 501c3 serving basic needs of children 0-5 years, Treasurer and Finance Committee Chair; 07/01/2025, 5 hours per month, 2 hours during trading hours, Member of board of directors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-16 |
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