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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-02-02 |
Branch Locations
11225 Se 6Th St. Ste. 260, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martin Financial Group, Llc | New Albany | IN | 02/2004 | 01/2019 |
| Mariner Wealth Advisors | Overland Park | KS | 02/2019 | Present |
1 - APPOINTMENTS WITH MULTIPLE INSURANCE CARRIERS; INVESTMENT RELATED; 10900 NE 4TH ST, STE 2300, BELLEVUE, WA 98004; INSURANCE; INSURANCE AGENT; 2/13/2009; 10 HRS/MONTH; 1 HR/DAY; COMPENSATION-COMMISSION; INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-01 |
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