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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-04-17 |
Branch Locations
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montage Securities | Leawood | KS | 11/2012 | 06/2017 |
| Montage Investments | Leawood | KS | 03/2015 | 11/2016 |
| Tortoise Investment Partners, Llc | Leawood | KS | 11/2016 | 03/2020 |
| Tortoise Securities | Leawood | KS | 07/2017 | 03/2020 |
| Mariner Wealth Advisors | Overland Park | KS | 03/2020 | Present |
| Msec, Llc | Overland Park | KS | 03/2020 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-18 |
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