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115 21St St., Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ocean Path Advisors | Manhattan Beach | CA | 10/2024 | 05/2026 |
| Mariner Independent | Overland Park | KS | 01/2025 | 02/2026 |
| Mariner Wealth Advisors | Overland Park | KS | 04/2022 | 10/2024 |
| Pomona College | Claremont | CA | 09/2017 | 05/2022 |
| High School Student | Needham | MA | 01/2015 | 09/2017 |
| Ocean Path Advisors | Manhattan Beach | CA | 02/2026 | Present |
| Ocean Path Advisors | Manhattan Beach | CA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-18 |
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