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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-01 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
100 Brodhead Rd. Suite 140, Bethlehem, PA 18017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley National Advisers Inc | Bethlehem | PA | 06/2015 | 09/2018 |
| Corbenic Partners, Llc | Bethlehem | PA | 09/2018 | 12/2020 |
| Corbenic Partners, Llc | Bethlehem | PA | 12/2020 | 06/2022 |
| Mariner Wealth Advisors | Bethlehem | PA | 07/2022 | Present |
ESTATE PLANNING COUNCIL OF THE LEHIGH VALLEY, Investment related: N, Lehigh Valley, PA, estate planning, board member, May 17, 2023, 1 hour per month, 1 hour during trading hours, help educate people about estate planning. Moravian University Blue and Grey Club; Not investment related, Bethlehem, PA, Non-Profit, President, Start date: 8/1/2020, 1 hour per month, 0 during trading hours, help with fundraising, organize quarterly calls/meetings with the other members.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-21 |
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