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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-01 |
| KS | RA | APPROVED | 2024-08-27 |
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 |
|---|---|---|---|---|
| Coker James & Company Pc | Atlanta | GA | 07/1998 | Present |
| Avantax Planning Partners, Inc. | Dubuque | IA | 07/2014 | 07/2024 |
| Mariner Wealth Advisors | Overland Park | KS | 07/2024 | Present |
I am an Accountant and Shareholder of Coker James & Company, P.C., a regional CPA firm. It is located at 3550 George Busbee Parkway, Suite 150, Kennesaw, GA 30114. This position is not investment related. I devote 40+ hours per week. I am an Advisor and Co-Owner for BluNvest LLC. It is located at 3350 George Busbee Parkway, Suite 150, Kennesaw GA 30144. This activity is investment related. I've participated since 01/2002. No hours devoted, and not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-20 |
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