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Inactive

Marissa Seleste Pattison

Mariner

Pleasanton, CA

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-13
  • CA RA
    APPROVED
    Since 2025-01-13

Branch Locations

7011 Koll Center Parkway Suite 260, Pleasanton, CA 94566 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc San Francisco CA 02/2013 06/2017
First Republic Securities Company, Llc San Francisco CA 06/2017 05/2023
Wells Fargo Clearing Services, Llc San Francisco CA 05/2023 01/2025
Mariner Wealth Advisors Overland Park KS 01/2025 Present
Previous Registrations
  • 2023-05-01 → 2025-01-08
    Wells Fargo Clearing Services, Llc
    San Francisco, CA
    Walnut Creek, CA
  • 2017-06-23 → 2023-05-23
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2014-12-01 → 2017-07-14
    Ubs Financial Services Inc.
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-01
  • S66 Uniform Combined State Law Examination
    2014-12-01
Designations
Other Names
  • Marissa Seleste Bearden
  • Marissa Seleste Pattison
  • Marissa Bearden Pattison
  • Marissa Pattison

View on SEC IAPD

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