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Dahlia Hellman Goldberg

Mariner

Plano, TX

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-09-18
  • TX RA
    APPROVED
    Since 2019-09-18

Branch Locations

7500 Dallas Parkway Suite 250, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mariner Wealth Advisors Chicago IL 12/2017 07/2018
Mariner Wealth Advisors Plano TX 07/2018 08/2019
Mariner Wealth Advisors Plano TX 08/2019 Present
Briar Hall Chicago IL 08/2016 11/2017
  • 12/2017 → 07/2018
    Mariner Wealth Advisors
    Chicago, IL
  • 07/2018 → 08/2019
    Mariner Wealth Advisors
    Plano, TX
  • 08/2019 → Present
    Mariner Wealth Advisors
    Plano, TX
  • 08/2016 → 11/2017
    Briar Hall
    Chicago, IL
Designations
Other Names
  • Dahlia Aliza Hellman

View on SEC IAPD

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