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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-02-01 |
| KY | RA | APPROVED | 2019-02-01 |
| TX | RA | APPROVED | 2019-02-01 |
Branch Locations
3707 Charlestown Road Suite C-2, New Albany, IN 47150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martin Financial Group | New Albany | IN | 06/2010 | 01/2019 |
| Triad Advisors Inc | Norcross | GA | 11/2010 | 10/2018 |
| Mariner Wealth Advisors | New Albany | IN | 02/2019 | Present |
| Msec, Llc | New Albany | IN | 02/2019 | Present |
Non-variable Insurance - Providing different insurance services to clients. One Southern Indiana; Not investment related, New Albany, IN Board Member, Start date: 7/1/2022, 5 hours per month, 1 hour during trading hours, Assist in connecting potential new members to the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-02 |
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