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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 | 2023-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Santa Barbara | CA | 12/2015 | 05/2018 |
| Fisher Investments | Camas | WA | 07/2018 | 08/2020 |
| Personal Capital Advisors Corporation | Vancouver | WA | 10/2020 | 01/2023 |
| Zacks Investment Management | Vancouver | WA | 01/2023 | 05/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-03 |
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