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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-26 |
Branch Locations
260 Franklin St. Suite 810, Boston, MA 02110 • United States
North Reading, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company | Newport Beach | CA | 08/2010 | 06/2020 |
| First Republic Investment Management, Inc. | Newport Beach | CA | 08/2010 | 06/2020 |
| J.P. Morgan Securities Llc | Boston | MA | 07/2023 | 01/2024 |
| Mariner Wealth Advisors | Overland Park | KS | 09/2024 | Present |
| First Republic Investment Management | Boston | MA | 06/2020 | 06/2023 |
| Unemployed | Boston | MA | 02/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-11 |
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