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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-05 |
| TX | RA | APPROVED | 2022-07-05 |
Branch Locations
100 Brodhead Rd. Suite 140, Bethlehem, PA 18017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manulife Asset Management | Berwyn | PA | 10/2014 | 05/2018 |
| Cfgi | Philadelphia | PA | 05/2018 | 12/2019 |
| Citrin Cooperman | Philadelphia | PA | 12/2019 | 05/2021 |
| Corbenic Partners | Bethlehem | PA | 06/2021 | 06/2022 |
| Mariner Wealth Advisors | Bethlehem | PA | 07/2022 | Present |
Real estate investment; investment-related; Owner; start date: 10/2019; 3 hrs/month; 1 hr/month during trading hours
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