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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-18 |
| IN | RA | APPROVED | 2024-04-09 |
Branch Locations
1690 Broadway Building 19, Suite 10, Fort Wayne, IN 46802 • United States
312 Walnut St. Suite 2300, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2016 | 04/2017 |
| Sym Financial Advisors | Fort Wayne | IN | 04/2017 | 04/2024 |
| Mariner Wealth Advisors | Overland Park | KS | 04/2024 | Present |
1. Junior Achievement of Northern Indiana, Inc., Investment related: N, Markle, IN, nonprofit to prepare young people for success, volunteer, 04/2017, 1 hours per month, 1 hours during trading hours, volunteer to teach financial education to elementary, middle, and high school students. 2. First Fridays Fort Wayne, Investment related: Yes, Markle, IN, leadership development, Board member, 1/1/24, 2 hours per month, 1 hours during trading hours, authorized user for organization's bank account. 3. Life Community Church; not investment related; Bluffton, IN; oversight committee; trustee; start date 12/1/25; 2 hours /month, 0 during trading hours; Serve on committee of trustees to care for the budget of the church.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
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