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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-11 |
Branch Locations
21550 W. Oxnard Street 3Rd Floor, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 21St Century Annuity | Granada Hills | CA | 07/2004 | 12/2021 |
| Commonwealth Financial Network | San Diego | CA | 08/2014 | 12/2021 |
| Mariner Wealth Advisors | Woodland Hills | CA | 12/2021 | Present |
| Msec, Llc | Woodland Hills | CA | 12/2021 | Present |
1. Fixed insurance sales, as an Agent; Conducted at branch location; Investment related. 2. Co-Owner of rental properties located in Sylmar, CA; As of 04/01/2019; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 3. MSEC, LLC; Registered Representative 4. Viewpoint Financial Advisors, Inc.; Investment related, Porter Ranch, CA, President, Secretary, Chief Financial Officer, Start date: 12/15/2022, 1 hour per month, 0 hours during trading hours, The purpose of this S-Corp is solely to hold shares of MWA Holdco, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-30 |
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