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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
260 Franklin St. Suite 810, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor Wealth Management Partners | Boston | MA | 04/2015 | 06/2022 |
| Mariner Wealth Advisors | Boston | MA | 07/2022 | Present |
1. TWMP Remainco, LLC; not investment-related; managing member; 2 hrs/month, 0 hrs/month during securities trading hours; administrative duties. 2. 190 School Street Condominium Trust; not investment-related; member; 0.5 hrs/month; 0 hrs/month during securities trading hours; discuss issues and complete administrative tasks for condo. 3. RENTAL PROPERTY, NOT INVESTMENT-RELATED, SOMERVILLE, MA, PROPERTY OWNER, START DATE 1/1/2023, 1 HR PER MONTH, 0 HRS DURING TRADING HOURS, MAINTAIN PROPERTY 4.Goldhardt, LLC; Investment related; Needham, MA, Member, Start date: 9/2/2025; 1 hour per month, 0 hours during trading, the primary purpose of this LLC is to hold a private equity investment (Mariner shares).
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