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Tashauna Mcallister

Mariner

Plano, TX

CRD 8037650

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Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-14
  • TX RA
    APPROVED
    Since 2026-05-14

Branch Locations

7500 Dallas Pkwy 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
J.P. Morgan Securities Llc Plano TX 01/2025 02/2026
Jpmorgan Chase Bank, N.A. Plano TX 01/2025 02/2026
Commerce Trust Company St. Louis MO 09/2022 12/2024
Walmart Troy MO 05/2017 08/2020
Maurices Troy MO 12/2016 03/2017
University Of Missouri - St. Louis St. Louis MO 08/2020 12/2022
Unemployed Troy MO 04/2017 04/2017
Unemployed Troy MO 01/2015 11/2016
Mariner Overland Park KS 02/2026 Present
Mariner Overland Park KS 02/2026 Present
  • 01/2025 → 02/2026
    J.P. Morgan Securities Llc
    Plano, TX
  • 01/2025 → 02/2026
    Jpmorgan Chase Bank, N.A.
    Plano, TX
  • 09/2022 → 12/2024
    Commerce Trust Company
    St. Louis, MO
  • 05/2017 → 08/2020
    Walmart
    Troy, MO
  • 12/2016 → 03/2017
    Maurices
    Troy, MO
  • 08/2020 → 12/2022
    University Of Missouri - St. Louis
    St. Louis, MO
  • 04/2017 → 04/2017
    Unemployed
    Troy, MO
  • 01/2015 → 11/2016
    Unemployed
    Troy, MO
  • 02/2026 → Present
    Overland Park, KS
  • 02/2026 → Present
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-14
S63 Uniform Securities Agent State Law Examination 2025-06-13
  • S65 Uniform Investment Adviser Law Examination
    2026-05-14
  • S63 Uniform Securities Agent State Law Examination
    2025-06-13
Other Names
  • Tashauna Mcallister
  • Tashauna Unaye Mcallister

View on SEC IAPD

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