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Inactive

Virgil Shane Wimberly

Mariner

Phoenix, AZ

Park City, UT

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-02-24
AZ RA APPROVED 2022-05-04
  • UT RA
    APPROVED
    Since 2025-02-24
  • AZ RA
    APPROVED
    Since 2022-05-04

Branch Locations

2425 E. Camelback Rd. Suite 620, Phoenix, AZ 85016 • United States

1743 Sidewinder Drive 1St Floor, Park City, UT 84060 • 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
Financial Engines Advisors L.L.C. Phoenix AZ 09/2009 12/2017
Beaumont Financial Partners, Llc Needham MA 01/2018 07/2019
Financial Engines Advisors L.L.C. Sunnyvale CA 07/2019 04/2022
Mariner Wealth Advisors Phoenix AZ 04/2022 Present
  • 09/2009 → 12/2017
    Financial Engines Advisors L.L.C.
    Phoenix, AZ
  • 01/2018 → 07/2019
    Beaumont Financial Partners, Llc
    Needham, MA
  • 07/2019 → 04/2022
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 04/2022 → Present
    Mariner Wealth Advisors
    Phoenix, AZ
Previous Registrations
  • 2019-09-06 → 2022-04-19
    Edelman Financial Engines
    Phoenix, AZ
    Phoenix, AZ
  • 2018-01-22 → 2019-07-31
    Beaumont Financial Partners Llc
    Phoenix, AZ
    Needham, MA
  • 2009-09-15 → 2018-01-19
    Edelman Financial Engines
    Phoenix, AZ
  • 2008-09-25 → 2009-09-03
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Dallas, TX
    Scottsdale, AZ
  • 2008-01-10 → 2008-09-05
    Vision Asset Management Inc
    Rosemont, IL
  • 2007-04-02 → 2008-01-08
    A. G. Edwards & Sons, Inc.
    Willowbrook, IL
  • 2006-12-11 → 2007-04-03
    Citicorp Investment Services
    Riverforest, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-09
  • S66 Uniform Combined State Law Examination
    2006-12-09
Other Names
  • Virgil Shane Wimberly
  • Virgil S Wimberly

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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