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Trevor Friedman

Mariner Wealth

Newport Beach, CA

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Current Employers
Mariner Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2026-03-19
  • CA RA
    APPROVED_RES
    Since 2026-03-19

Branch Locations

5000 Birch Street Suite 8500, Newport Beach, CA 92660 • 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-Ic Overland Park KS 02/2026 Present
Harvey & Company Newoprt Beach CA 03/2016 Present
  • 02/2026 → Present
    Mariner Wealth Advisors-Ic
    Overland Park, KS
  • 03/2016 → Present
    Harvey & Company
    Newoprt Beach, CA
Other Businesses

Harvey & Company LLC, buyside acquisition search and deal origination; 5000 Birch St. Newport Beach, CA 92660; Director; 2016; 260 hours/month; sourcing proprietary acquisitions

View on SEC IAPD

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Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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