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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-05 |
Branch Locations
4801 Gaillardia Pkwy Suite 200, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Oklahoma City | OK | 11/2017 | 06/2018 |
| Midfirst Bank | Oklahoma City | OK | 04/2014 | 10/2017 |
| Mariner Wealth | Oklahoma City | OK | 03/2018 | 09/2024 |
| Unemployed | Oklahoma City | OK | 10/2024 | 03/2025 |
| Raymond James Financial Services Advisors, Inc. | Oklahoma City | OK | 03/2025 | Present |
(1) Name of Business: Alpha Chi Omega Gamma Epsilon House Corp Address: 10309 Timber Valley Drive, Oklahoma City, OK, 73151, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 08/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prepare financial statements and review bank account activity. Three other officers receive bills and pay expenses and I reconcile the activity each month. Prepare budgets for each year and prepare budget for 10 year pro forma for capital projects. (2) Name of Business: Founded Wealth Planning Address: 4801 Gaillardia Pkwy Ste 200, Oklahoma City, OK, 73142-1866, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-20 |
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