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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-12-16 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msec, Llc | Overland Park | KS | 11/2014 | 12/2019 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2015 | 11/2024 |
| Savvy | New York | NY | 11/2024 | Present |
1. Financial Planning Association Of Kansas; not investment related; board of directors; start date 1/1/23; 1 hr per month, 0 hrs during trading hours. Advise on FPA of Kansas business, growth and goals, seek sponsorships and organize speakers for chapter meetings 2. YMCA; not investment related; Andover, KS; board of directors; start date 1/1/2022; 1 hr per month, 0 hrs during trading hours; community involvement and communication 3. Exploration Place, Inc., Investment related: N, Wichita, KS, Science Center, Board of Directors, 7/1/2024, 2 hours per month, 0 hours during trading hours, board of directors. 4. Governing Board of Science Center, providing guidance to management of non-profit organization. Non-investment related. 2 hours per month. Start date: June 1, 2024. 5.Insurance Agent; Offering fixed insurance such as life, health, disability; Investment-related; Start Date: 2/14/2025; 3 hours per month; Personal residence. 6.Owner of Cedar+Sevens Family Transitions, LLC or Cedar+Sevens Divorce Planning, LLC ("Cedar"); Offering divorce financial counseling; Non-investment related; Start Date: 2/6/2025; 3 hours per month; Personal residence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-11 |
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