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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-27 |
| KS | RA | APPROVED | 2023-03-20 |
Branch Locations
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Overland Park | KS | 03/2023 | Present |
| Brown Brothers Harriman | Boston | MA | 08/2018 | 03/2023 |
| Brown Brothers Harriman | Boston | MA | 06/2017 | 09/2017 |
| Vanderbilt University | Nashville | TN | 08/2016 | 06/2018 |
Thompson Island Outward Bound - not investment related, Boston, MA, non-profit educational organization, Committee Member, 1/26/2021, 1 hour per month, 0 hours during trading hours, volunteer for various events such as fundraisers. Trustees of Reservations-not investment-related, Boston, MA, non-profit organization, Corporate Trustee, 10/28/2020, 1 hour per month, 0 hours during trading hours, serve on the Boston committee and attend annual meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-06 |
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