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Mariner CRD 140195
$125B regulatory AUM 216 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-05 |
Branch Locations
Lake Oswego, OR • United States
Tigard, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cigar Reserve Llc | Lake Oswego | OR | 07/2013 | 05/2024 |
| Prudential Insurance Company Of America | Lake Oswego | OR | 10/2015 | 06/2023 |
| Pruco Securities, Llc. | Lake Oswego | OR | 10/2015 | 06/2023 |
| Lpl Financial Llc | Tigard | OR | 06/2023 | 05/2024 |
| Ameriprise Financial Services Llc | Portland | OR | 05/2024 | 02/2026 |
| Mariner | Overland Park | KS | 02/2026 | Present |
Business Ownership; Cigar Reserve LLC; Owner; I invented a product made of wood that is used to light cigars. The business is considered a manufacturing type of business in the cigar industry. ; 17010 Chapin Way, , Lake Oswego, OR, 97034; Not Investment-Related; 04/26/2013; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-20 |
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