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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-29 |
Branch Locations
1960 E Grand Ave Suite 410, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Legacy Financial Group | Tulsa | OK | 01/2020 | 07/2022 |
| Cck Strategies Pllp | Tulsa | OK | 01/2017 | 01/2020 |
| Bank Of Oklahoma | Tulsa | OK | 02/2016 | 01/2017 |
| Mariner Wealth Advisors | Tulsa | OK | 08/2022 | Present |
Rental property, Investment related: N, Tulsa, OK, owner, 03/20/2025, 5 HRS PER MONTH; 0 HRS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-12 |
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