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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-02-13 |
| VA | RA | APPROVED | 2023-02-13 |
| PA | RA | APPROVED | 2021-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Plymouth Meeting | PA | 03/2012 | 01/2021 |
| Mariner Wealth Advisors | Berwyn | PA | 01/2021 | Present |
Avon Grove Wildcats Girls Lacrosse; Not investment related, West Grove, PA, Non Profit, Board Member, Start date: 2/19/24, 5 hours per month, 0 hours during trading hours, Serve as a board member to help with leadership of the club. True Lacrosse, LLC; not investment related; Berwyn, PA; Lacrosse team; Coach; start date 5/1/25; 40 hrs per month, 10 during trading hours; coaching youth lacrosse team
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-24 |
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