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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-11 |
Branch Locations
660 Newport Center Drive Suite 220, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Investment Advisors, Llc | Newport Beach | CA | 07/2022 | 06/2025 |
| Beacon Pointe Investment Advisors, Llc | Newport Beach | CA | 06/2020 | 07/2020 |
| University Of Southern California | Los Angeles | CA | 09/2019 | 07/2022 |
| Big Canyon Country Club | Newport Beach | CA | 06/2019 | 09/2019 |
| University Of Southern California | Los Angeles | CA | 08/2018 | 06/2022 |
| Mahe | Seal Beach | CA | 07/2017 | 08/2018 |
| Huntington Beach High School | Huntington Beach | CA | 08/2014 | 07/2018 |
| Mariner Wealth Advisors | Overland Park | KS | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-19 |
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