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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Mansquan | NJ | 06/2013 | 08/2018 |
| Mariner Wealth Advisors-Manasquan, Llc | Manasquan | NJ | 04/2014 | 01/2019 |
| Capital Analysts, Inc. | Manasquan | NJ | 12/2013 | 12/2017 |
| Msec, Llc | Manasquan | KS | 01/2019 | Present |
| Mariner Wealth Advisors | Manasquan | NJ | 11/2016 | Present |
MARINER WEALTH ADVISORS POSITION: SENIOR WEALTH ADVISOR NATURE: INVESTMENTS/FINANCIAL PLANNING INVESTMENT RELATED: YES NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 11/2016 ADDRESS: 229 EAST MAIN STREET, MANASQUAN NJ 08736 DESCRIPTION: WORK WITH CLIENTS TO DEVELOP AND IMPLEMENT FINANCIAL PLANS AND INVESTMENT STRATEGIES TO MEET CLIENTS' GOALS AND OBJECTIVES. MSEC, LLC, 229 E. MAIN ST., MANASQUAN, NJ 08736 ; INVESTMENT RELATED;REGISTERED REPRESENTATIVE; START DATE 01/2019; 40 HRS/WK DURING SECURITIES TRADING HOURS. Non-variable Insurance - Providing different insurance services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-07 |
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