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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-05 |
| TX | RA | APPROVED | 2021-08-02 |
Branch Locations
240 South Pineapple Avenue Suite 601, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegiant Private Advisors, Llc | Sarasota | FL | 10/2020 | 07/2021 |
| Mariner Wealth Advisors | Sarasota | FL | 08/2021 | Present |
| Commonwealth Financial Network | Sarasota | FL | 08/2007 | 10/2020 |
Forty Carrots Family Center; business has investment account managed by outside manager; Chairman of finance committee, signor on bank accounts; started 6/2017; 6 hours per month involved; 4 hours per month are during trading days William G. & Marie Selby Foundation, Investment related: Y, Sarasota, FL, a non-profit foundation that issues grants and scholarship from it's endowment, Investment Committee member, 06/01/2025, 1 hours per month, 0.5 hours during trading hours, serve on the investment committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-06 |
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