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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-28 |
Branch Locations
39500 High Pointe Blvd Suite 300, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sym Financial Advisors | Midland | MI | 10/2021 | 06/2024 |
| Yeo & Yeo Cpas & Business Consultants | Saginaw | MI | 05/2017 | 10/2021 |
| Michigan High School Athletic Association | Bad Axe | MI | 04/2016 | 05/2017 |
| Andrews Hooper Pavlik Plc | Saginaw | MI | 01/2017 | 04/2017 |
| Saginaw Valley State University | University Center | MI | 08/2014 | 05/2018 |
| Mariner Wealth Advisors | Overland Park | KS | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
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