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6136 Nieman Road, Shawnee, KS 66203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-02 |
| KS | RA | APPROVED | 2019-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Leawood | KS | 09/2011 | 12/2018 |
| Two West Capital Advisors Llc | Kansas City | MO | 12/2018 | 12/2019 |
| Canvas Wealth Advisors, Llc | Overland Park | KS | 12/2019 | Present |
LLC Manager of RFSPE LLC, a non-investment related South Dakota dynasty trust located in Pierre, South Dakota. Duties are administrative in nature, began in 2021, and represent less than 5 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-11 |
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