Best Investors
Account
Sign in
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-03-16 |
Branch Locations
325 Rocky Slope Rd Suite 302, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dehollander & Janse Financial Group | Greenville | SC | 10/2013 | 01/2021 |
| Goldfinch Wealth Management | Greenville | SC | 01/2021 | 03/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2013 | 03/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 03/2023 | Present |
Co-Owner, Goldfinch Wealth Management a private entity established to facilitate securities, advisory, and insurance business; Located in Greenville, SC as of 1/1/2022; 99% of time spent during business hours; Conducted at branch; Investment related; Eastside YMCA - Not investment related, Taylors, SC, Vice Chair of the Board, Start date: 3/7/22, 1 hours per month, 1 hour during trading hours, personally pledge to campaign and encourage donors to support scholarships and food bank; Fall for Greenville - No investment related, Greenville, SC, Outdoor Festival, Board Member, Start date: 4/11/2022, 1 hour per month, 1 hour during trading hours, Serve on Board of Directors and make recommendations to the finance committee on how to position the cash reserves for the festival; United Way of Greenville County - Not investment related, Greenville, SC, Board Member, Start date: 12/15/2022, 1 hour per month, 1 hour during trading hours, Serve on the board of directors, monitor policies and programs and establish the organizations strategic purpose and direction; NextGen Advisory Task Force of The American College of Financial Services - Not investment related, Prussia, PA, Outreach program, Member of the Task Force, Start date: 12/09/2022, .5 hour per month, .5 hour during trading hours, help bring young professionals into the industry and help them learn.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-30 |
Reach out to this advisor