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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2016-09-23 |
Branch Locations
4200 E. Skelly Dr. Suite 950, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adams Hall Investment Mgmt | Tulsa | OK | 03/1996 | 06/2018 |
| Mariner Wealth Advisors | Tulsa | OK | 09/2016 | Present |
1) SWOOP Ventures; investment-related; entity created to invest in private equity ventures; start date: 02/21/2013; member; 1 hour/month during securities trading hours, 1 a month, Monitoring investments 2) University of Tulsa; Trustee; serves on the investment committee, but has no portfolio decision-making; start date 1/2/2022; 2 hours/month during securities trading hours 3) International Women's Forum; not investment related; Oklahoma; women's education and empowerment group; volunteer board position; finance committee; start date 1/1/2024; 2 hours/month. 1 hour/month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-10 |
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