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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fdny | New York | NY | 12/2004 | Present |
| Lincoln Investment | Manasquan | NJ | 06/2012 | 01/2019 |
| Mariner Wealth Advisors-Manasquan, Llc | Manasquan | NJ | 04/2014 | 01/2019 |
| Capital Analysts, Inc. | Manasquan | NJ | 06/2012 | 01/2019 |
| Msec, Llc | Overland Park | KS | 01/2019 | 07/2024 |
| Mariner Wealth Advisors | Manasquan | NJ | 11/2016 | Present |
MANASQUAN TURKEY RUN POSITION: MY POSITION WILL BE VICE CHAIR. NATURE: FUNDRAISING INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2014 ADDRESS: 33 ABE VOORHEES DRIVE, MANASQUAN NJ 08736 DESCRIPTION: MY TASKS WILL INCLUDE HELPING TO RAISE FUNDS THROUGH SIGNING UP RUNNERS AND SPONSORSHIPS, HELPING TO MANAGE THE INCOMING AND OUTGOING FUNDS, AND HELPING TO PLAN THE "DAY OF" OPERATIONS OF THE RUN. FDNY POSITION: FIREFIGHTER NATURE: FIRE SUPPRESSION NOT INVESTMENT RELATED: NO NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 50 START DATE: 12/05/2004 ADDRESS: 885 HOWARD AVENUE, BROOKLYN NY 11212 DESCRIPTION: FIRE SUPPRESSION. Manasquan Cares, Inc.; Not investment related, Manasquan, NJ, Non Profit, Secretary, Start date: 10/26/2017, 3 hours per month, 0 hours during trading hours, document all meeting notes and any necessary correspondence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-17 |
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