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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-02-16 |
Branch Locations
207 Ne 19Th Street Suite 302, Mcminnville, OR 97128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Mcminnville | OR | 01/2022 | 01/2023 |
| Mariner Wealth Advisors | Mcminnville | OR | 01/2023 | Present |
| Cascadia Wealth Management | Mcminnville | OR | 12/2020 | 01/2022 |
| Umqua Bank | Yamhill | OR | 03/2020 | 12/2020 |
| Unemployed | Cornelius | OR | 10/2019 | 03/2020 |
| Sun Valley Farm | Cloverdale | OR | 03/2017 | 10/2019 |
| Abs | Deforest | WI | 06/2015 | 03/2017 |
Hopewell Community Church; not investment related; Salem, OR; treasurer; start date 1/12/26; 5 hours /month, 0 during trading hours; church treasurer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-15 |
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