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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 | 2025-03-28 |
| CA | RA | APPROVED | 2023-01-03 |
Branch Locations
1960 Grand Ave. Ste. 410, El Segundo, CA 90245 • United States
800 S. Douglas Rd. Suite 900, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | El Segundo | CA | 12/2022 | Present |
| Mazars Usa, Llp | Los Angeles | CA | 11/2020 | 12/2022 |
| Moss Adams, Llp | Los Angeles | CA | 12/2014 | 11/2020 |
Or S. Pikary, CPA; Not investment related, Los Angeles, CA, Tax Preparer, Start date: 7/1/2024, 1 hour per month, 0 during trading hours, Prepare tax returns for a fee as a sole proprietor. 2349 South Beverly Glen Homeowners Association, Investment related: N, Los Angeles, CA, Homeowners Association, HOA Board Member, 05/01/2022, 1 hour per month, 0 during trading hours, approve expenses. American Institute of Certified Public Accountants, Investment related: N, El Segundo, CA, professional organization of accountants, Credential Committee Member, 05/01/2024, 1 hour per month, 1 hour during trading hours. Century View Owners Association, Investment related: N, Los Angeles, CA, homeowners association, HOA board member, 08/16/2021, 1 hour per month, 0 hours during trading hours, approve expenses.
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