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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-01-04 |
| OR | RA | APPROVED | 2022-01-03 |
Branch Locations
8050 Sw Pfaffle Street Ste. 100, Tigard, OR 97223 • 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 |
|---|---|---|---|---|
| Perry Financial Group | Portland | OR | 03/1996 | 06/2020 |
| Cetera Advisors Llc | El Segundo | CA | 02/2012 | 12/2021 |
| Cascadia Advisory Services, Llc | Portland | OR | 12/2017 | 12/2021 |
| Cascadia Wealth Management | Portland | OR | 04/2004 | 12/2021 |
| Mariner Wealth Advisors | Portland | OR | 12/2021 | Present |
| Msec, Llc | Portland | OR | 12/2021 | Present |
| Perry Financial Services | Highland | UT | 07/2020 | 12/2025 |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 2/2012 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2.Lone Peak Holdings, LLC; INVESTMENT RELATED: Y, Alpine UT, RENTAL PROPERTY,START DATE: 8/6/2008, MANAGER,1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS, PROPERTY MANAGEMENT. 3. HUTCH LANE LLC; NOT INVESTMENT RELATED, ALPINE, UT, RENTAL PROPERTY, OWNER, START DATE 7/17/2020, 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS, NO RESPONSIBILITIES. 4. MSEC, LLC; Investment Related, 5700 W. 112th St., Suite 500, Overland Park, KS 66211, Registered Representative, Start Date: 12/2021, 40 hrs. per week during securities hours. 5. Mariner Wealth Advisors; Investment Related, 5700 W. 112th St., Suite 500, Overland Park, KS 66211, Investment Advisor Representative, Start Date: 12/2021, 40 hrs. per week during securities hours. 6. Log Cabin LLC; Investment related, Island Park, ID, LLC for Rental Property, Manger, Start date: 01/01/2025, 1 hour per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-04 |
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