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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-07 |
Branch Locations
7500 Dallas Parkway Suite 250, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Plano | TX | 02/2021 | 10/2022 |
| Mariner Wealth Advisors | Plano | TX | 10/2022 | Present |
| Jp Morgan Chase Bank | Dallas | TX | 04/2019 | 02/2021 |
| Carter's | Plano | TX | 08/2018 | 04/2019 |
| Carter's | Beaumont | TX | 10/2016 | 07/2018 |
| Journey's Kidz | Beaumont | TX | 05/2016 | 01/2017 |
| West Brook High School | Beaumont | TX | 08/2013 | 05/2017 |
Eve Luxe, Co., not investment-related; bath & body products and home fragrance sales; Owner & CEO; start date 07/2021; 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-07 |
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