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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 | 2020-01-09 |
Branch Locations
One Giralda Farms Suite 130, Madison, NJ 07940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glenmede Trust Company | Morristown | NJ | 04/2014 | 12/2018 |
| Mariner Wealth Advisors | Madison | NJ | 04/2019 | Present |
| Unemployed | Basking Ridge | NJ | 12/2018 | 04/2019 |
Executive Women of New Jersey; Not investment related, Kinnelon, NJ, Executive Women's Organization, Member of the Board of Trustees, Start date: 1/1/2021, 8 hours per month, 5 hours during trading hours, Maintain and drive membership.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-20 |
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