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Inactive

Lynne Wentzel Mathews

Mariner

Miramar Beach, FL

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-04
  • FL RA
    APPROVED
    Since 2022-03-04

Branch Locations

13330 Emerald Coast Parkway West, Miramar Beach, FL 32550 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arbor Wealth Management, Llc Miramar Beach FL 03/2020 12/2020
Arbor Wealth Management, Llc Miramar Beach FL 12/2020 02/2022
Waldorff Insurance And Bonding Fort Walton Beach FL 05/2011 03/2020
Louisiana Lagniappe Destin FL 02/2006 03/2020
Mariner Wealth Advisors Miramar Beach FL 03/2022 Present
  • 03/2020 → 12/2020
    Arbor Wealth Management, Llc
    Miramar Beach, FL
  • 12/2020 → 02/2022
    Arbor Wealth Management, Llc
    Miramar Beach, FL
  • 05/2011 → 03/2020
    Waldorff Insurance And Bonding
    Fort Walton Beach, FL
  • 02/2006 → 03/2020
    Louisiana Lagniappe
    Destin, FL
  • 03/2022 → Present
    Mariner Wealth Advisors
    Miramar Beach, FL
Previous Registrations
  • 2021-02-24 → 2022-03-23
    Arbor Wealth
    Miramar Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-14
  • S65 Uniform Investment Adviser Law Examination
    2020-12-14
Other Names
  • Wyn Mathews

View on SEC IAPD

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EDWARD JONES
LPL FINANCIAL LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.

Other Investors

ANDREW BENNETT BONJEAN
CHRISTOPHER H POATE
TRAVIS MICHAEL HOYT
SAMMIE D CONGER
JOSEPH RIZZA
DAVID JASON LAUCH
PATRICK CHRISTOPHER POATE
NICHOLE RABON

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · MIRAMAR BEACH, FL
STEIN FINANCIAL LLC · MIRAMAR BEACH, FL
PARK AVENUE SECURITIES LLC · MIRAMAR BEACH, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MIRAMAR BEACH, FL
WELLS FARGO CLEARING SERVICES, LLC · DESTIN, FL
EDWARD JONES · MIRAMAR BEACH, FL
LPL FINANCIAL LLC · MIRAMAR BEACH, FL
KINGSVIEW WEALTH MANAGEMENT, LLC · Miramar Beach, FL

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