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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 | 2021-08-19 |
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 |
|---|---|---|---|---|
| Ned Davis Research, Inc. | Venice | FL | 05/2007 | 04/2020 |
| Commonwealth Financial Network | Waltham | MA | 04/2020 | 09/2020 |
| Allegiant Private Advisors, Llc | Sarasota | FL | 09/2020 | 07/2021 |
| Mariner Wealth Advisors | Sarasota | FL | 08/2021 | Present |
1) First Tee Sarasota/Manatee; not investment-related; Member of the Board of Directors; start date: 10/2022; 0 hrs/month during securities trading hours. 2) Riverview High School Foundation; Not investment related, Sarasota, FL, Non-Profit, Board Member, Start date: 9/14/2024, 2 hours per month, 0 hours during trading hours, helping the foundation coordinate events and fundraise.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-12 |
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