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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-14 |
Branch Locations
3001 Pga Blvd. Ste. 105, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Overland Park | KS | 08/2022 | Present |
| Mariner Wealth Advisors | Overland Park | KS | 05/2022 | 08/2022 |
| 401K/Pte Crpa | Hollywood | FL | 01/2022 | 05/2022 |
| 2Nd Mile Management | West Palm Beach | FL | 06/2020 | 01/2022 |
| G3 Global Services | West Palm Beach | FL | 09/2019 | 05/2020 |
| Student | West Palm Beach | FL | 08/2016 | 05/2021 |
| Jcc | Staten Island | NY | 12/2012 | 12/2018 |
Heroic; Not securities related, Palm Beach Gardens, FL, Coaching program, Ambassador, start date: 7/1/2023, 5 hours per month, 0 hours during trading hours, Promote the program and encourage others to sign up. Planned Giving Council of Palm Beach County, Investment related: N, Palm Beach Gardens, FL, charitable organization, Social Media Manager, 09/01/2022, 3 hours per month, 0 hours during trading hours, help to monitor and create social media for the council.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-01 |
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