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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-24 |
| NY | RA | APPROVED | 2023-03-31 |
Branch Locations
1500 Broadway 27Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | New York | NY | 01/2021 | 10/2021 |
| Mariner Wealth Advisors | New York | NY | 10/2021 | Present |
| Health & Wellness Partners | Upper Saddle River | NJ | 06/2020 | 08/2020 |
| Momentum | Greenville | RI | 09/2019 | 04/2020 |
| Cupcakes By Carousel | Ridgewood | NJ | 11/2016 | 01/2020 |
| Ben & Jerry'S | Ridgewood | NJ | 06/2016 | 10/2016 |
| Student | Upper Saddle River | NJ | 09/2009 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
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