Orion Jeffrey Marx

Current Employers

Employment History

• 08/1995 → 11/2024
  Lincoln Financial Advisors Corporation
  Sarasota, FL
• 12/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 12/2024 → Present
  Msec, Llc
  Overland Park, MO

Previous Registrations

• 1995-08-10 → 2024-12-05
  Osaic Fa, Inc.
  St Petersburg, FL
  Treasure Island, FL
  Sarasota, FL

Other Businesses

1) ATLAS FINANCIAL SERVICES--ATLAS PAYROLL SERVICES 7120 BENEVA ROAD SARASOTA, FL 34238 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: PART OWNER DUTIES: REFER PROSPECTS TO THIS DIVISION/ADP. ASSIST WITH SALES ACTIVITIES RELATED TO PAYROLL SERVICES START DATE: 03/25/2013 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3. 2) Unlimited Financial Services; Not investment related, Sarasota, FL, Insurance, Owner, Start date: 01/01/1993, 1 hour per month, 0 during trading hours, no current responsibilities Servicing disability insurance, long-term care insurance, traditional life insurance 3) Orion Marx; Not investment related Sarasota, FL, Insurance, Agent, Start date: 01/01/2025, 1 hour per month, 0 during trading hours, 4) MSEC, LLC, 5700 W. 112th ST., SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; START DATE: 12/16/2024, 40 HRS/WK DURING SECURITIES TRADING HOURS. 5) MARINER WEALTH ADVISORS, 5700 W. 112th ST., SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED; INVESTMENT ADVSIOR REPRESENTATIVE; START DATE: 12/2/2024 ; 40 HRS/WK DURING SECURITIES TRADING HOURS. 6) Fanconi Cancer Foundation; Not investment related, Sarasota, FL, Committee member, Start date: 5/12/2010, 5 hour per month, 5 hour during trading hours, Fundraising 7) Atlas Mortgage & Insurance Company, Inc.; Not investment related, Sarasota, FL, Insurance, Start date: 01/01/2025, 1 hour per month, 0 during trading, Agent for their Employee Benefits Division 8) Atlas Financial Services; Not investment related, Sarasota, FL, Insurance, President, Start date: 01/01/1995, 5 hours per month, 5 during trading hours, Sales office for Group Benefits and Traditional Insurance Policies for People and Businesses

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-16

Designations