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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-03-24 |
| TX | RA | APPROVED | 2023-03-24 |
| VA | RA | APPROVED | 2023-03-24 |
Branch Locations
6701 Democracy Blvd Suite 300, Bethesda, MD 20817 • United States
1640 Boro Place 4Th Floor, Suite 420, Mclean, VA 22102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services, Llc | Fairfax | VA | 04/2014 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 03/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 03/2023 | Present |
Poolesville High School; not investment related; Poolesville, MD; team sports; lacrosse coach; start date Feb 2026; 40 hours/month, 0 during trading hours; coaching high school lacrosse team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-08 |
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