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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2026-04-14 |
Branch Locations
5000 Birch Street Suite 8500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors-Ic | Overland Park | KS | 03/2026 | Present |
| Harvey & Company, Llc | Newport Beach | CA | 11/2009 | Present |
Harvey & Company, LLC, Not investment related, Newport Beach, CA, Director, Start date: 11/2009, 180 hours per month all during trading hours, Manage retainer paying private equity clients and portfolio companies
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