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Mariner CRD 140195
$125B regulatory AUM 216 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-01 |
| CA | RA | APPROVED | 2023-02-27 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Tysons Corner | VA | 02/2021 | 02/2023 |
| South Cobb High School | Austell | GA | 08/2013 | 05/2017 |
| Georgia State University | Atlanta | GA | 06/2017 | 05/2020 |
| Levy Restaurants | Atlanta | GA | 09/2017 | Present |
| Mariner Wealth Advisors | Overland Park | KS | 02/2023 | Present |
LEVYS RESTURAUNT, NOT INVESTMENT RELATED, HOSPITALITY INDUSTRY-09/2017- PRESENT. 285 Andrew Young International Blvd NW, Atlanta, GA 30313. 40 HRS/MONTH. 10 HRS/MONTH TRADING DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-09 |
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