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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heacock & Jones Financial Services, Inc. | Dubuque | IA | 06/2015 | 07/2021 |
| Intersect Wealth Advisors | Dubuque | IA | 04/2026 | Present |
| Mariner Platform Solutions | Overland Park | KS | 04/2026 | Present |
| Umb Bank | Kansas City | MO | 02/2025 | 04/2026 |
| Dubuque Bank & Trust | Dubuque | IA | 08/2021 | 10/2025 |
Intersect Wealth Advisors; Investment related, Dubuque, IA, Offering investment services through Mariner Platform Solutions, Start date; 04/2026, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-03 |
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