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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
5700 W. 112Th St. Suite 500, Overland Park, KS 66211 • 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 |
|---|---|---|---|---|
| Self Employed | State College | PA | 08/2001 | Present |
| Mariner Wealth Advisors - Ic | Overland Park | KS | 11/2024 | Present |
Self employed CPA; Not investment related, State College, PA Start date: 08/2001, 160 hours per month, provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-11 |
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