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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-01-03 |
Branch Locations
8050 Sw Pfaffle St. Ste. 100, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Markee Valuations, Llc | Portland | OR | 10/2020 | 12/2020 |
| Ohsu | Portland | OR | 10/2015 | 08/2018 |
| Cascadia Wealth Management | Portland | OR | 07/2021 | 12/2021 |
| Unemployed | Portland | OR | 12/2020 | 07/2021 |
| Portland State Business School | Portland | OR | 09/2015 | 08/2020 |
| Cetera Advisors | St. Cloud | MN | 08/2021 | 12/2021 |
| Cetera Advisors | St. Cloud | MN | 07/2021 | 08/2021 |
| Mariner Wealth Advisors | Portland | OR | 12/2021 | Present |
| Msec, Llc | Portland | OR | 12/2021 | Present |
MSEC, LLC; Investment Related, 5700 W. 112th St., Suite 500, Overland Park, KS 66211, Registered Representative, Start Date: 12/2021, 40 hrs. per week during securities hours. Mariner Wealth Advisors; Investment Related, 5700 W. 112th St., Suite 500, Overland Park, KS 66211, Investment Advisor Representative, Start Date: 12/2021 40 hrs. per week during securities hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
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