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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-09-24 |
Branch Locations
16090 Swingley Ridge Road Suite 460, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneta Group Investment Advisors, Llc | Clayton | MO | 06/2011 | 01/2018 |
| Adviceperiod, Llc | Chesterfield | MO | 01/2018 | Present |
| Mariner Platform Solutions | Chesterfield | MO | 09/2021 | Present |
| Investtax Wealth Advisers, Llc | Chesterfield | MO | 09/2021 | Present |
| Itwa Cpa Tax Services | Chesterfield | MO | 09/2021 | Present |
ADVICEPERIOD, LLC AND MARINER PLATFORM SOLUTIONS ANTICIPATE AFFILIATION WITH 30 DAYS OF THIS FILING. INVESTTAX WEALTH ADVISERS, LLC; CHESTERFIELD, MO; FOUNDER & MANAGING PARTNER; OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER PLATFORM SOLUTIONS; START DATE 09/2021; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. ITWA CPA TAX SERVICES; CHESTERFIELD, MO; NOT INVESTMENT RELATED; Manager; START DATE 09/2021; 40, 40 , Provide tax advisory services Rental property; not investment related; Sunrise Beach, MO; owner and property manger; start date 10/30/25; 10 hours /month, 0 during trading hours; Vacation rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-29 |
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