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Wyoming, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Princeton | NJ | 08/2019 | 05/2021 |
| Adviceperiod | Los Angeles | CA | 01/2019 | 05/2019 |
| Ameriprise Financial Services | Wellesley | MA | 08/2016 | 11/2016 |
| Virtual Tax Planners Llc | Wyoming | PA | 04/2022 | Present |
| Virtual Planners Llc | Wyoming | PA | 10/2020 | Present |
| The Colony Group | Boca Raton | FL | 05/2021 | 04/2022 |
| Beyond Your Hammock | Boston | MA | 01/2018 | 05/2018 |
| Boston University | Boston | MA | 01/2016 | 05/2018 |
| Louis Tzamalas | Boston | MA | 05/2018 | 12/2018 |
| Boston University | Boston | MA | 08/2023 | Present |
| Rsm Us Llp | Davenport | IA | 02/2023 | 05/2025 |
| Mariner | Overland Park | KS | 10/2025 | Present |
Name: Boston University Investment-related: No Address: Commonwealth Ave, Boston, MA 02215 Nature: Higher Education Position: CFP® Instructor, Adjunct Professor and Subject Matter Expert Start date: 08/2023 Approximate number of hours/month you devote to the other business: Various per semester Approximate number of hours you devote to the other business during securities trading hours: Various per semester Duties: Led lectures, serve as subject matter expert, developed and update curriculum. Name: Mariner Wealth Advisors, LLC Investment-related: No Address: 5700 W. 112TH Street Overland Park, KS 66211 Nature: Advanced Wealth Planning Position: Director, Wealth Strategist Start date: 10/2025 Approximate number of hours/month you devote to the other business: Various on workload Approximate number of hours you devote to the other business during securities trading hours: Various on workload Duties: Serve as a national subject matter expert on estate, tax, and charitable planning matters. Name: Virtual Planners LLC Investment-related: No Address: 145 E 8th Street Wyoming, PA 18644 Nature: Tax Preparation Position: Principal and Senior Tax Planner Start date: 10/2020 Approximate number of hours/month you devote to the other business: Various on workload Approximate number of hours you devote to the other business during securities trading hours: Various on workload Duties: Preparation of tax returns and planning tax estimate quarterly payments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-20 |
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