Best Investors Account Sign in

Anne Jenelle Dorian

Mariner

Overland Park, KS

Claim This Profile
Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2018-05-22
  • KS RA
    APPROVED
    Since 2018-05-22

Branch Locations

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • 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
Mariner Holdings Overland Park KS 08/2011 03/2018
Msec, Llc Overland Park KS 05/2013 Present
Montage Investments, Llc Leawood KS 05/2013 01/2017
Ascent Investment Partners Leawood KS 01/2017 12/2017
Mariner Wealth Advisors Overland Park KS 01/2018 Present
  • 08/2011 → 03/2018
    Mariner Holdings
    Overland Park, KS
  • 05/2013 → Present
    Msec, Llc
    Overland Park, KS
  • 05/2013 → 01/2017
    Montage Investments, Llc
    Leawood, KS
  • 01/2017 → 12/2017
    Ascent Investment Partners
    Leawood, KS
  • 01/2018 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
  • 2017-01-05 → 2017-12-31
    Ascent Investment Partners, Llc
    Overland Park, KS
  • 2013-06-10 → 2017-01-05
    Montage Investments, Llc
    Leawood, KS
    Leawood, KS
  • 2011-09-08 → 2013-05-31
    Overland Park, KS
  • 2010-05-25 → 2011-09-16
    Prairie Village, KS
Other Businesses

MSEC, LLC, 5700 W. 112TH ST., SUITE 500, OVERLAND PARK, KS 66211; PRESIDENT; 40 HRS/WK DURING SECURITIES HOURS; INVESTMENT RELATED. MARINER WEALTH ADVISORS, 5700 W. 112th ST., SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED; GENERAL COUNSEL / CHEIF COMPLIANCE OFFICER; START DATE 01/2018; 40 HRS/WK DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-24
  • S66 Uniform Combined State Law Examination
    2010-05-24
Other Names
  • Anne Jenelle Pleviak
  • Anne Jenelle Pleviak Dorian

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor