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Connor Boone

Mariner

La Mesa, CA

CRD 8148704

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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
CA RA APPROVED 2025-09-20
  • CA RA
    APPROVED
    Since 2025-09-20

Branch Locations

La Mesa, CA • 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 Overland Park KS 06/2022 03/2025
Mariner Overland Park KS 03/2025 Present
Full Time Education La Jolla CA 08/2014 05/2018
Full Time Education Burlington NC 05/2018 06/2022
  • 06/2022 → 03/2025
    Mariner
    Overland Park, KS
  • 03/2025 → Present
    Mariner
    Overland Park, KS
  • 08/2014 → 05/2018
    Full Time Education
    La Jolla, CA
  • 05/2018 → 06/2022
    Full Time Education
    Burlington, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-19
  • S65 Uniform Investment Adviser Law Examination
    2025-09-19

View on SEC IAPD

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