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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
1701 Cochran Rd 2Nd Floor, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Overland Park | KS | 05/2024 | 01/2025 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2025 | Present |
| Fidelity | Merrimack | NH | 05/2023 | 08/2023 |
| Aptus Wealth Planning | Pittsburgh | PA | 05/2022 | 08/2022 |
| Allegheny College | Meadville | PA | 02/2022 | 05/2024 |
| Smith Lawn Care | Crafton | PA | 04/2015 | 08/2021 |
| Allegheny College | Meadville | PA | 08/2021 | 05/2024 |
| Carlynton School District | Crafton | PA | 08/2008 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
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