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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 | 2019-04-01 |
Branch Locations
300 Tamal Plaza Suite 175, Corte Madera, CA 94925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss Adams Wealth Advisors Llc | Santa Rosa | CA | 06/2016 | 03/2017 |
| Us Army National Guard | Armarillo | TX | 08/2011 | 08/2017 |
| Authent Advisors, Inc. | San Rafael | CA | 10/2017 | 04/2019 |
| Mariner Wealth Advisors | Corte Madera | CA | 04/2019 | Present |
FPA OF SAN FRANCISCO, NOT INVESTMENT RELATED, CHAIR, PAST PRESIDENT, DUTIES: MANAGE CHAPTER'S SOCIAL MEDIA ACCOUNTS, TAKE PHOTOS, PARTICIPATE IN BOARD MEETINGS, START DATE: 11/7/20222, 3 HRS PER MONTH, 0 HRS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-06 |
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