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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-15 |
Branch Locations
3001 Pga Blvd Suite 105 , Palm Beach Gardens, FL 33410 • United States
800 S. Douglas Rd Suite 900, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Physicians Investment Advisors | Coral Gables | FL | 11/2001 | 07/2019 |
| Singer Xenos Securities Corp | Coral Gables | FL | 11/2001 | 07/2019 |
| Msec, Llc | Coral Gables | FL | 07/2019 | Present |
| Mariner Wealth Advisors | Coral Gables | FL | 06/2019 | Present |
MARINER WEALTH ADVISORS, 800 SOUTH DOUGLAS ROAD, SUITE 900, CORAL GABLES, FL 33134; INVESTMENT RELATED; BUSINESS OPERATIONS MANAGER; START DATE 06/2019; 40 HRS/WK DURING SECURITIES TRADING HOURS. MSEC, LLC, 800 SOUTH DOUGLAS ROAD, SUITE 900, CORAL GABLES, FL 33134; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; START DATE 07/2019; 40 HRS/WK DURING SECURITIES TRADING HOURS. KADAMPA MEDITATION CENTER MIAMI, 1273 CORAY WAY, MIAMI, FL 33173; NOT INVESTMENT RELATED; ADMINISTRATIVE DIRECTOR; START DATE 06/2014; 40 HRS/MONTH AND 0 DURING SECURITIES TRADING HOURS. 305 Pink Pack; Not investment related, Coral Gables, FL, Board Member & Treasurer, Start date: 1/1/2024; 4 hours per month, 0 hours during trading hours, attend meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-03 |
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