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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-07 |
Branch Locations
1800 Bering Drive Suite 250, Houston, TX 77057 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patriot Wealth Management, Inc. | Houston | TX | 01/2007 | 01/2019 |
| Mariner Wealth Advisors | Houston | TX | 01/2019 | Present |
Texas 4H Foundation , Not investment related, Station, TX, Foundation/Charitable Institution, Board member, 1/1/21, 1, 1, Foundation Board Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-25 |
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