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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 | 2023-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Manasquan | NJ | 11/2021 | Present |
| Mariner Wealth Advisors | Manasquan | NJ | 07/2021 | 11/2021 |
| Sports Haven | Vineyard Haven | MA | 06/2019 | 08/2019 |
| Sports Haven | Vineyard Haven | MA | 06/2017 | 08/2017 |
| Student | Brielle | NJ | 01/2011 | 05/2021 |
Manasquan High School Academy of Finance; Not investment related, Manasquan, NJ; Board Member, Start date: 3/19/24, 2 hours per month, 0 during trading hours. Attend quarterly meetings to go over events for the Academy of Finance students. Blue & Gold Ventures; Investment related, New Jersey, Member, Start date: 6/9/2025, 1 hours per month, 0 hours during trading hours, LLC established to hold funds for a private investment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-12 |
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