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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-02 |
Branch Locations
9040 Roswell Road Suite 560, Sandy Springs, GA 30350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Planning Partners, Inc. | St. Johns | FL | 06/2013 | 09/2023 |
| Avantax Investment Services, Inc. | St. Johns | FL | 09/2020 | 09/2023 |
| Avantax Planning Partners, Inc. | St. Johns | FL | 05/2013 | 09/2023 |
| Avantax Advisory Services | St. Johns | FL | 07/2022 | 09/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-18 |
| S66 | Uniform Combined State Law Examination | 2006-09-14 |
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