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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
| OK | RA | APPROVED | 2020-01-01 |
Branch Locations
4200 E Skelly Drive Suite 950, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2015 | 08/2019 |
| Northwestern Mutual Investment Services Llc | Leawood | KS | 07/2015 | 08/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2017 | 08/2019 |
| Mariner Wealth Advisors | Tulsa | OK | 08/2019 | Present |
Newview Oklahoma, Inc., Investment related: N, Tulsa, OK and Oklahoma City, OK, nonprofit benefitting the blind and vision impaired, board member, Jan 23, 2024, 5 hours per month, 1 hour per month during trading hours,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
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