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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 | 2025-02-18 |
| NJ | RA | APPROVED | 2025-02-10 |
Branch Locations
229 East Main St., Manasquan, NJ 08736 • United States
3001 Pga Blvd Suite 105, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts Incorporated | Cincinnati | OH | 03/2012 | 05/2018 |
| Lincoln Investment | Manasquan | NJ | 06/2012 | 05/2018 |
| Mariner Wealth Advisors | Manasquan | NJ | 04/2014 | Present |
PRH HOLDINGS, 412 LAUREL AVE BRIELLE, NEW JERSEY 08730, INVESTMENT RELATED, OWNER OF LLC TO INVEST IN FRANCHISE STORE; START DATE 05/2019; 1 HR/MONTH AND 0 DURING SECURITIES TRADING HOURS. Jonathan's Landing Golf Club, Inc.; not investment related; Jupiter, FL; charity; board member; start date 05/2026; 4 hours/month, 1 during trading hours; part of endowment committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-01 |
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