Marc Lee Russell

Current Employers

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-12-16
CA	RA	APPROVED	2022-03-01

FL RA
APPROVED

Since 2022-12-16
CA RA
APPROVED

Since 2022-03-01

Branch Locations

Delray Beach, FL • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Adviceperiod, Llc	Los Angeles	CA	01/2014	03/2022
Mariner Wealth Advisors	Delray Beach	FL	03/2022	Present

01/2014 → 03/2022

Adviceperiod, Llc

Los Angeles, CA
03/2022 → Present

Mariner Wealth Advisors

Delray Beach, FL

Previous Registrations

2014-01-24 → 2022-03-30

Adviceperiod, Llc

Los Angeles, CA

Los Angeles, CA
2007-05-03 → 2016-01-14

Convergent Wealth Advisors, Llc

Los Angeles, CA

Beverly Hills, CA

Rockville, MD
2005-12-12 → 2007-05-03

Lydian Wealth Management Company, Llc

Rockville, MD

Other Businesses

1) MWR Investment Holdings, LLC; investment-related; Passive investor; 4/2022; 5 hrs/month during trading hours 2) Bloom Here, Inc.; not investment-related; non-profit; Secretary & Treasurer; start date: 1/1/23; 1 hr/month during securities trading hours

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-09-22
S65	Uniform Investment Adviser Law Examination	2005-12-10

S63 Uniform Securities Agent State Law Examination

2010-09-22
S65 Uniform Investment Adviser Law Examination

2005-12-10

Designations

Other Names

Marc Russell

View on SEC IAPD