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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-05 |
| NJ | RA | APPROVED | 2016-09-29 |
Branch Locations
229 East Main St, Manasquan, NJ 08736 • United States
3001 Pga Blvd. Ste. 105, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts, Incorporated | Manasquan | NJ | 02/1994 | 01/2019 |
| Lincoln Investment | Manasquan | NJ | 06/2012 | 01/2019 |
| Mariner Wealth Advisors | Manasquan | NJ | 04/2014 | Present |
| Msec, Llc | Overland Park | KS | 01/2019 | Present |
ZACH HOLDINGS, LLC POSITION: member of an LLC that invests in minority interests in franchise stores NATURE: passive investment INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 3205 river road, point pleasant NJ 08742, United States DESCRIPTION: member of an LLC that owns passive minority investment in franchise stores. MANASQUAN CROSSINGS, LLC, 229 EAST MAIN STREET, MANASQUAN, NJ 08736; OWNS/RENTS REAL ESTATE; START 3/2007; 1 HR/MONTH AND 0 DURING SECURITIES TRADING HOURS. BCM Golf Holdings, LLC; investment-related; Tequesta, FL; golf course; minority investor; start date: 2/2020; 0 hrs/month JM Stores FL, LLC; investment-related; Tequesta, FL; ownership in franchise; LLC member; start date: 12/2019; 1 hr/month; 0 hrs during trading hours Osprey Point Investments, LLC; investment-related; Point Pleasant, NJ; real estate ownership; LLC member; start date: 05/2014; 0 hrs/month TC West 4C LL C; Not investment related; Tequesta, FL, Real Estate; Member, Start date: 3/22/2024; 0 hours per month, 0 hours during trading hours, no responsibilities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-22 |
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