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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-17 |
| NH | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triton Financial Group, Inc. | Marlborough | MA | 02/2008 | 01/2025 |
| Mariner Wealth | Overland Park | KS | 01/2025 | Present |
Advisors Choice Insurance Company, Inc. -- Not investment related -- 61 Florence Street, Marlborough, MA 01752 -- Insurance Sales -- President -- 11/13/2006 - 5 hours per month (none during market hours) -- Client meetings, sales, and business development. City of Marlborough Retirement System - Investment related - Marlborough, MA - City retirement system - Board member - start date 4/1/2021 - 2 hours per month (during market hours) - assisting the CEO manage the city retirement system. Not performing investment management functions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-02 |
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