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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
| OK | RA | APPROVED | 2016-09-27 |
Branch Locations
4200 E. Skelly Drive Suite 950, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adams Hall Wealth Advisors | Tulsa | OK | 01/2013 | 09/2016 |
| Mariner Wealth Advisors | Tulsa | OK | 09/2016 | Present |
| Mariner Wealth Advisors - Oklahoma, Llc | Tulsa | OK | 09/2016 | 06/2018 |
Catholic Charities of Eastern Oklahoma; investment related; Tulsa, OK; Charity; Non-Voting Member of Finance and Investment Committees; Start Date 2/1/25; 6 Hours per Month; 3 Hours per Month during business hours; Oversight of endowment portfolio managed by third-party.. Review organizational performance at balance sheet, income statement, and transaction level.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-19 |
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