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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-06-27 |
| OK | RA | APPROVED | 2025-06-27 |
Branch Locations
5700 W 112Th Street Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbew Professional Group, Llp | Cushing | OK | 02/2000 | Present |
| Avantax Investment Services,Inc. | Cushing | OK | 04/2014 | 06/2025 |
| Cbew Professional Group Llp | Cuhing | OK | 02/2000 | Present |
| Avantax Advisory Services | Cushing | OK | 12/2023 | 06/2025 |
| Mariner Wealth Advisors - Ic | Overland Park | KS | 06/2025 | Present |
1) CBEW Professional Group LLP~'NIR'~206 N. Harrison Ave.~Cushing~OK~74023~Tax Preparation/Accounting~Tax Preparation/Accounting~2/1/2000~175hrs~145hrs~Partner in CPA firm including managing staff, preparing tax returns auditing (non - profits, schools, municipalities) bookkeeping payroll for clients and tax planning 2) FRIENDS OF THE PAWNEE BILL RANCH ASSOCIATION MUSEUM POSITION: Board Member NATURE: Board member of Historical Museum - Pawnee Bill Ranch and Museum INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2022; 1141 Pawnee Bill Rd, Pawnee OK 74058, Support for decision making on various improvements, events, fundraisers, etc. for the museum
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-05 |
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