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Inactive

Benjamin Eli Agron

Mariner

Danville, CA

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-12-06
  • CA RA
    APPROVED
    Since 2021-12-06

Branch Locations

145 E. Prospect Ave. Ste. 217, Danville, CA 94526 • 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
OrganizationCityStateFromTo
Capital Advantage, Inc. Lafayette CA 01/2015 11/2021
Mariner Wealth Advisors Danville CA 11/2021 Present
Msec, Llc Danville CA 11/2021 12/2021
  • 01/2015 → 11/2021
    Capital Advantage, Inc.
    Lafayette, CA
  • 11/2021 → Present
    Mariner Wealth Advisors
    Danville, CA
  • 11/2021 → 12/2021
    Msec, Llc
    Danville, CA
Previous Registrations
  • 2015-01-22 → 2021-11-02
    Capital Advantage, Inc.
    Walnut Creek, CA
  • 2013-02-13 → 2014-03-06
    Lpl Financial Llc
    San Rafael, CA
    Concord, CA
    Pittsburg, CA
    Walnut Creek, CA
    Walnut Creek, CA
    Fort Mill, SC
    Hercules, CA
    San Francisco, CA
    Oakland, CA
    Concord, CA
    Pittsburg, CA
    El Cerrito, CA
    Walnut Creek, CA
  • 2011-01-03 → 2013-01-02
    Wells Fargo Clearing Services, Llc
    Danville, CA
    San Ramon, CA
    Dublin, CA
    Walnut Creek, CA
    Walnut Creek, CA
  • 2009-12-24 → 2011-01-03
    Wells Fargo Investments, Llc
    Walnut Creek, CA
    Walnut Creek, CA
    Walnut Creek, CA
    San Ramon, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-23
  • S66 Uniform Combined State Law Examination
    2009-12-23
Designations

View on SEC IAPD

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STEWARD PARTNERS INVESTMENT ADVISORY, LLC
SANCTUARY ADVISORS, LLC
LPL FINANCIAL LLC
THE PACIFIC CENTER FOR FINANCIAL SERVICES
URSA FUND MANAGEMENT LLC
GREYKASELL WEALTH STRATEGIES, INC.
FULLERTON ADVISORS, LLC

Other Investors

CHRISTOPHER JAMES GALLAGHER
TRACY JAO
JOHN HO SEO
Shawn Helene-Leonard Hawkins
JOHN R SLONAKER
JOHN ANDREW HANNON
CLARK JAMES GERANEN
MICHAEL DAVID ALLARD

Other Offices

GALLAGHER WEALTH MANAGEMENT · DANVILLE, CA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · DANVILLE, CA
SANCTUARY ADVISORS, LLC · Danville, CA
LPL FINANCIAL LLC · DANVILLE, CA
SANCTUARY ADVISORS, LLC · Danville, CA
THE PACIFIC CENTER FOR FINANCIAL SERVICES · DANVILLE, CA
URSA FUND MANAGEMENT LLC · DANVILLE, CA
SANCTUARY ADVISORS, LLC · DANVILLE, CA

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