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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-11-01 |
| TX | RA | APPROVED | 2019-10-31 |
Branch Locations
905 Harpeth Valley Place, Nashville, TN 37221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snow Creek Wealth Management | Nashville | TN | 07/2017 | 10/2019 |
| Trader Joe's | Nashville | TN | 01/2017 | 06/2017 |
| Trader Joe's | Seattle | WA | 04/2016 | 12/2016 |
| Mariner Wealth Advisors | Nashville | TN | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-03 |
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