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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 | 2025-11-04 |
Branch Locations
5700 W. 112Th St. Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ss&C Solutions, Inc. | Lenexa | KS | 08/2004 | 08/2025 |
| 1St Global Capital Corp | Topeka | KS | 06/2014 | 10/2019 |
| 1St Global Advisors Inc. | Topeka | KS | 06/2014 | 10/2019 |
| Avantax Advisory Services | Topeka | KS | 10/2019 | 09/2020 |
| Avantax Investment Services, Inc. | Topeka | KS | 10/2019 | 09/2020 |
| Wealthcare Advisory Partners, Llc | Shawnee | KS | 09/2020 | 08/2025 |
| Accounting & Advisory Services, P.A. | Overland Park | KS | 08/2025 | Present |
| Mariner Wealth Advisors-Ic | Overland Park | KS | 09/2025 | Present |
1) Accounting & Advisory Services, P.A.; Not investment related, Overland Park, KS, Director, Start date: 08/07/2025, 160 hours per month, 160 hours during trading hours; Provide CPA services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-30 |
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