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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 | 2021-12-15 |
| CA | RA | APPROVED | 2021-07-09 |
| RI | RA | APPROVED | 2021-07-09 |
Branch Locations
3 Allied Drive Suite 303, Dedam, MA 02026 • United States
5000 Birch Street, West Tower #367, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 01/2016 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 07/2021 |
| Mariner Wealth Advisors | Dedham | MA | 07/2021 | Present |
RENTAL PROPERTY; CHATHAM, MA; INVESTMENT RELATED; OWNER AND MANAGER OF PROPERTY USED FOR RENTAL INCOME; START DATE 07/2021; 3 HRS/MONTH AND 0 DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-19 |
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