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Sydney Adele Motes

Mariner

Houston, TX

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-02
  • TX RA
    APPROVED
    Since 2019-01-02

Branch Locations

1800 Bering Drive Suite 250, Houston, TX 77057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Patriot Wealth Management, Inc. Houston TX 01/2007 01/2019
Mariner Wealth Advisors Houston TX 01/2019 Present
  • 01/2007 → 01/2019
    Patriot Wealth Management, Inc.
    Houston, TX
  • 01/2019 → Present
    Mariner Wealth Advisors
    Houston, TX
Previous Registrations
  • 2007-04-16 → 2019-02-04
    Patriot Wealth Management, Inc.
    Houston, TX
  • 2004-07-08 → 2012-12-31
    Lexington Asset Management, Inc.
    Houston, TX
  • 2004-07-08 → 2007-04-10
    Lexington Financial Advisors, Inc.
    Houston, TX
  • 2004-07-08 → 2004-12-31
    Lexington Financial Services, Inc.
    Houston, TX
Other Businesses

Indermuehle & Co Inc.; investment related; Sugar Land, TX; commercial real estate & leasing services; part owner; start date 01/2008; 1 hour /month, 1 hour/month during trading hours; accounting support

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-01
  • S65 Uniform Investment Adviser Law Examination
    2004-11-01
Designations
Other Names
  • Sydney Adele Indermuehle
  • Sydney Indermuehle

View on SEC IAPD

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