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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-16 |
Branch Locations
240 S. Pineapple Ave. Suite 601, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Sarasotxa | FL | 01/2015 | 12/2016 |
| Lincoln Financial Advisors | Sarasota | FL | 12/2016 | 11/2024 |
| Mariner Wealth Advisors | Overland Park | KS | 12/2024 | Present |
| Msec, Llc | Overland Park | KS | 12/2024 | Present |
101 Tax Preparation; Not Investment related, Sarasota, FL, Sole Practitioner, Start date: 12/3/2024, 10 hours per month, 1 hour during trading hours, Preparation of tax returns for a small group on individuals. MSEC, LLC, 5700 W. 112th ST., SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED; REGISTERED REPRESENTATIVE, START DATE 12/2024, 40 HRS/WK DURING SECURITIES TRADING HOURS. MARINER WEALTH ADVISORS, 5700 W. 112th ST., SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED; INVESTMENT ADVISOR ; START DATE 12/2024 ; 40 HRS/WK DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-22 |
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