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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 | 2022-10-05 |
Branch Locations
1114 Lost Creek Blvd. Ste. 260, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxbow Advisors, Llc | Houston | TX | 04/2015 | 07/2017 |
| Herbert J. Sims & Co. Inc | Austin | TX | 08/2017 | 04/2018 |
| Alpha Capital Management | Austin | TX | 04/2018 | 09/2022 |
| Mariner Wealth Advisors | Austin | TX | 09/2022 | Present |
Mr. Lester serves on the board as Senior Director of a Foundation and is responsible for general administrative duties since April 2022 (not investment related). Mr. Lester is paid a de minimis Director's fee for his service at the Foundation. He is paid this fee each time the Board meets which is generally quarterly, for 1-3 hours not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-08 |
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