Inactive

Dana Nathaniel Weinstein

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Current Employers

Mariner

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
Patriot Wealth Management	Houston	TX	09/2004	01/2019
Mariner Wealth Advisors	Houston	TX	01/2019	Present

09/2004 → 01/2019

Patriot Wealth Management

Houston, TX
01/2019 → Present

Mariner Wealth Advisors

Houston, TX

Previous Registrations

2004-09-16 → 2019-02-04

Patriot Wealth Management, Inc.

Houston, TX

Houston, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-05-15

S63 Uniform Securities Agent State Law Examination

1995-05-15

Other Names

Dana Weinstein

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS

TSA WEALTH MANAGEMENT

TRI-STAR ADVISORS, INC.

HORNOR, TOWNSEND & KENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

MARINER INDEPENDENT

Other Investors

John Charles Robinson

CRYSTAL ALLISON MCKEON

AUSTIN GENTRY MARRS

JONATHAN HARRISON SWANBURG

WILLIAM THOMAS PAYNE

JON CARTER VAUGHAN

GREGORY JAMES KALLUS

Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX

TSA WEALTH MANAGEMENT · HOUSTON, TX

PEREA CAPITAL · HOUSTON, TX

TRI-STAR ADVISORS, INC. · HOUSTON, TX

HORNOR, TOWNSEND & KENT, LLC · Houston, TX

AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX

LPL FINANCIAL LLC · HOUSTON, TX

MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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