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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-16 |
| OK | RA | APPROVED | 2016-09-27 |
Branch Locations
4200 E. Skelly Drive Suite 950, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Tulsa | OK | 07/2016 | Present |
1) INSIDE OUT RE-ENTRY; NOT INVESTMENT-RELATED; PARLIAMENTARIAN; START DATE: 01/2025; 2 HRS/MONTH; 0 HRS DURING SECURITIES TRADING HOURS; CONDUCT QUARTERLY MEETINGS, FACILITATE DECISION-MAKING AND SUPPORT FUNDRAISING EFFORTS 2) Jenks Public Schools Foundation; not investment related; Jenks, OK; member of board of directors and investment committee chair; start date 8/1/25; 2 hours /month, 0 during trading hours; board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-06 |
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