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Mariner Independent CRD 305418
$7.34B regulatory AUM 47 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jooy Wealth | Wimberley | TX | 06/2026 | Present |
| Mariner Platform Solutions | Overland Park | KS | 07/2026 | Present |
| Unemployed | Wimberley | TX | 02/2026 | 06/2026 |
| Wells Fargo Bank | Dripping Springs | TX | 12/2021 | 02/2026 |
| Pathmark Traffic Supply | San Marcos | TX | 08/2021 | 12/2021 |
| Youthministry360 | Hoover | AL | 05/2021 | 08/2021 |
| Mccoy's Building Supply | New Braunfels | TX | 08/2019 | 05/2021 |
| Cypress Creek Church | Wimberley | TX | 08/2020 | 07/2021 |
| Youthministry360 | Hoover | AL | 05/2019 | 08/2019 |
| Lowe's Home Improvement | San Marcos | TX | 03/2017 | 05/2019 |
| Veritas Wine And Bistro | College Station | TX | 07/2016 | 03/2017 |
JOOY Wealth; Investment related, Wimberley, TX, Offering investment services through Mariner Platform Solutions, start date; 07/2026, 160 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
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