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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2026-08-26 |
Branch Locations
5000 Birch Street Suite 8500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors-Ic | Overland Park | KS | 06/2026 | Present |
| Harvey & Company Llc | Newport Beach | CA | 10/2014 | Present |
Harvey & Company LLC, Investment related, Newport Beach, CA, Director, Start date: 10/2014, 160 hours per month during trading hours
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