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Mariner CRD 140195
$125B regulatory AUM 216 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-20 |
Branch Locations
1114 Lost Creek Blvd Suite 260, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 08/2019 | 09/2021 |
| Faurecia | Columbus | IN | 05/2018 | 07/2019 |
| Cummins | Columbus | IN | 01/2017 | 05/2018 |
| Donner Aquatic Center | Columbus | IN | 05/2016 | 08/2017 |
| Silicon Valley Bank | Austin | TX | 09/2021 | 05/2023 |
| Svb Investment Services Inc. | Austin | TX | 09/2021 | 05/2023 |
| Charles Schwab & Co., Inc. | Austin | TX | 05/2023 | 08/2025 |
| Charles Schwab Bank, Ssb | Austin | TX | 05/2023 | 02/2026 |
| Mariner | Overland Park | KS | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-14 |
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