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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 | 2021-08-05 |
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 |
|---|---|---|---|---|
| Allegiant Private Advisors | Sarasota | FL | 09/2020 | 07/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2013 | 09/2020 |
| Mariner Wealth Advisors | Sarasota | FL | 08/2021 | Present |
Gulf Coast advisory board member of Make a Wish Foundation of South Florida; not investment-related; started 1/2018; 1 hour per month involvement; 0 hours during trading hours
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