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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 | 2025-03-26 |
| FL | RA | APPROVED | 2025-02-18 |
Branch Locations
1350 N. Gadsden St. South Unit #A, Tallahassee, FL 32303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 03/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 10/2016 | 02/2025 |
| Bank Of America, N.A. | San Diego | CA | 02/2017 | 02/2025 |
| Mariner Wealth Advisors | Overland Park | KS | 02/2025 | Present |
Residential rental property, Investment Related: y, 5641 Marne Ave, San Diego, CA 92120, owner, 11/24/24, 0 hours per month, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-06 |
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