Phillip Alexander Edwards

Current Employers

Mariner Independent

5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-05-28

CA RA
APPROVED

Since 2026-05-28

Branch Locations

120 Vantis Dr. Suite 300, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Value87 Investment Partners	Aliso Viejo	CA	04/2026	Present
Mariner Platform Solutions	Overland Park	KS	05/2026	Present
Kovitz Investment Group Partners, Llc	Aliso Viejo	CA	07/2020	12/2025
United Airlines	Chicago	IL	05/2018	08/2018
Kuwait-America Foundation	Washington	DC	05/2017	08/2017
Morehouse College	Atlanta	GA	09/2016	05/2020
Focus Partners Wealth, Llc	St. Louis	MO	01/2026	04/2026

04/2026 → Present

Value87 Investment Partners

Aliso Viejo, CA
05/2026 → Present

Mariner Platform Solutions

Overland Park, KS
07/2020 → 12/2025

Kovitz Investment Group Partners, Llc

Aliso Viejo, CA
05/2018 → 08/2018

United Airlines

Chicago, IL
05/2017 → 08/2017

Kuwait-America Foundation

Washington, DC
09/2016 → 05/2020

Morehouse College

Atlanta, GA
01/2026 → 04/2026

Focus Partners Wealth, Llc

St. Louis, MO

Previous Registrations

2026-01-22 → 2026-05-20

Focus Partners Wealth, Llc

Aliso Viejo, CA

Other Businesses

Value87 Investment Partners; Investment related, Aliso Viejo, CA, Offering investment services through Mariner Platform Solutions, start date; 05/2026, 160 hours per month during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-29

S65 Uniform Investment Adviser Law Examination

2025-12-29

Other Names

Phillip Edwards

View on SEC IAPD