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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-07 |
| KS | RA | APPROVED | 2024-09-13 |
Branch Locations
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Serotta Maddocks Evans Cpas | Augusta | GA | 07/2000 | Present |
| Avantax Planning Partners, Inc | Dubuque | IA | 03/2020 | 07/2024 |
| Mariner Wealth | Overland Park | KS | 08/2024 | Present |
1) I am a Partner and Accountant with Serotta Maddocks Evans CPAs, a regional CPA firm. I am located at 2743 Perimeter Pkwy., Suite 100, Augusta, GA 30909. I have been with the CPA firm since 07/2000. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. 2) Blissful Boutique of Wrens, LLC; Not investment-related; Augusta, GA; It is a single member LLC that is a clothing and gift boutique; Owner; Start Date: 11/26/2022; 30 hrs/month, 0 hours during securities trading. 3) I am the single owner of Red Bird Properties LLC. It is a single member LLC that owns a commercial property. It is not securities-related or investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-21 |
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