Daniel Adam Lindenberg

Current Employers

Mariner Independent

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-11
CA	RA	APPROVED	2023-09-05

TX RA
APPROVED

Since 2026-05-11
CA RA
APPROVED

Since 2023-09-05

Branch Locations

Huntington Beach, CA • 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
The Ayco Company, L.P./Mercer Allied	Irvine	CA	10/2005	01/2021
Goldman Sachs & Co. Llc	Irvine	CA	01/2021	04/2023
Mariner Platform Solutions	Overland Park	KS	09/2023	Present
Lf Planning Llc	Huntington Beach	CA	09/2023	Present
Unemployed	Huntington Beach	CA	04/2023	09/2023

10/2005 → 01/2021

The Ayco Company, L.P./Mercer Allied

Irvine, CA
01/2021 → 04/2023

Goldman Sachs & Co. Llc

Irvine, CA
09/2023 → Present

Mariner Platform Solutions

Overland Park, KS
09/2023 → Present

Lf Planning Llc

Huntington Beach, CA
04/2023 → 09/2023

Unemployed

Huntington Beach, CA

Previous Registrations

2008-03-26 → 2023-04-25

Goldman Sachs Wealth Services, L.P.

Irvine, CA

Irvine, CA

Newport Beach, CA

Other Businesses

1)LF Planning, LLC; Investment Related; Huntington Beach, CA; Founder; start date 9/2023; 35, 25; offering investment advisory services through Mariner Platform Solutions. Tax preparer & insurance broker; Tax preparation and insurance business

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-05

S66 Uniform Combined State Law Examination

2007-11-05

Designations

View on SEC IAPD