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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-13 |
| KS | RA | APPROVED | 2021-02-25 |
Branch Locations
3400 College Blvd Suite 100, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Overland Park | KS | 07/2014 | 07/2020 |
| Wells Fargo Advisors Financial Network, Llc | Leawood | KS | 08/2020 | Present |
ROSE BROOKS CENTER, PO BOX 320599 KANSAS CITY, MO 64132; NOT-INVESTMENT RELATED; MEMBER OF THE BOARD OF DIRECTORS; START DATE 3/7/17; DUTIES INCLUDE OFFERING ADVICE AND OVERSIGHT TO THE STAFF OF ROSE BROOKS THROUGH ATTENDING MEETINGS AND SERVING ON COMMITTEES TO FORWARD THE ORGANIZATION; 3 HRS/MONTH AND 3 HRS/MONTH DURING SECURITIES TRADING HOURS. JT RENTAL LLC, INV RELATED, OVERLAND PARK, KS, 50% OWNERSHIP, START DATE: 3/5/21, .5 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD. ST FINANCIAL LLC; INV RELATED; PRAIRIE VILLAGE, KS; 100% OWNERSHIP; START DATE 9/1/2021; .5 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-27 |
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