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Inactive

David Daniel Marmolejos

Mariner

Miramar Beach, FL

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-13
NC RA APPROVED 2023-01-19
  • FL RA
    APPROVED
    Since 2023-02-13
  • NC RA
    APPROVED
    Since 2023-01-19

Branch Locations

13330 Emerald Coast Parkway W, Miramar Beach, FL 32550 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 06/2017 06/2022
Virginia Tech Blacksburg VA 08/2016 05/2017
Virginia Tech Blacksburg VA 08/2013 05/2017
Verum Partners Llc Charlotte NC 07/2022 11/2022
Mariner Wealth Advisors Miramar Beach FL 01/2023 Present
  • 06/2017 → 06/2022
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2016 → 05/2017
    Virginia Tech
    Blacksburg, VA
  • 08/2013 → 05/2017
    Virginia Tech
    Blacksburg, VA
  • 07/2022 → 11/2022
    Verum Partners Llc
    Charlotte, NC
  • 01/2023 → Present
    Mariner Wealth Advisors
    Miramar Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2017-08-25
Designations
Other Names
  • David Marmolejos

View on SEC IAPD

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LPL FINANCIAL LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.

Other Investors

ANDREW BENNETT BONJEAN
CHRISTOPHER H POATE
TRAVIS MICHAEL HOYT
SAMMIE D CONGER
JOSEPH RIZZA
DAVID JASON LAUCH
PATRICK CHRISTOPHER POATE
NICHOLE RABON

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · MIRAMAR BEACH, FL
STEIN FINANCIAL LLC · MIRAMAR BEACH, FL
PARK AVENUE SECURITIES LLC · MIRAMAR BEACH, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MIRAMAR BEACH, FL
WELLS FARGO CLEARING SERVICES, LLC · DESTIN, FL
EDWARD JONES · MIRAMAR BEACH, FL
LPL FINANCIAL LLC · MIRAMAR BEACH, FL
KINGSVIEW WEALTH MANAGEMENT, LLC · Miramar Beach, FL

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