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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-12 |
Branch Locations
240 South Pineapple Ave. Suite 601, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisor | Overland Park | KS | 09/2021 | 04/2023 |
| Mariner Wealth Advisor | Overland Park | KS | 04/2023 | Present |
| Allegiant Private Advisors | Sarasota | FL | 04/2021 | 08/2021 |
| Lucky-U Cycles | Wildwood | FL | 06/2016 | 03/2021 |
Take Stock in Children of Sarasota County; not investment related; Sarasota, FL; board member; start date 7/23/25; 4 hours /month; 0 hours during securities trading; non-profit / charitable org
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-29 |
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