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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
11200 Nall Avenue, Overland Park, KS 66211-1233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors, Llc | Overland Park | KS | 01/2018 | 05/2020 |
| Meara Welch Browne, Pc | Leawood | KS | 09/2016 | 01/2018 |
| Massmutual Life Insurance Company | Kansas City | MO | 05/2020 | 12/2021 |
| Mml Investors Services, Llc | Kansas City | MO | 05/2020 | 12/2021 |
| Fidelity Brokerage Services Llc | Overland Park | KS | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-26 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-07 |
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