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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-18 |
| KS | RA | APPROVED | 2024-06-18 |
Branch Locations
5700 W. 112Th St. Ste. 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue & Co, Cpa, Llc | Indianapolis | IN | 10/2005 | Present |
| Avantax Planning Partners, Inc. | Dubuque | IA | 10/2016 | 06/2024 |
| Mariner Wealth Advisors-Ic | Overland Park | KS | 06/2024 | Present |
I am a Principal, Director, and Accountant with Blue & Co., a regional CPA firm. I am located at 500 N. Meridian #200, Indianapolis, IN 46204. I have been with the CPA firm since 10/2005. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
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