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Alexandra Marie Scott

Mariner

Corte Madera, CA

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-06
  • CA RA
    APPROVED
    Since 2024-02-06

Branch Locations

300 Tamal Plaza Suite 175, Corte Madera, CA 94925 • 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
Ubs Financial Services, Inc Mill Valley CA 03/2020 07/2022
Brio Financial Group San Francisco CA 06/2019 03/2020
The Redwoods, Reitrement Home For Seniors Mill Valley CA 06/2018 08/2018
Foresters Financial Beaverton OR 04/2018 06/2018
Global Education Oregon Siena 06/2017 08/2017
College Education Eugene OR 09/2015 06/2019
Empirical Wealth Management San Francisco CA 07/2022 02/2024
Mariner Wealth Advisors Overland Park KS 02/2024 Present
  • 03/2020 → 07/2022
    Ubs Financial Services, Inc
    Mill Valley, CA
  • 06/2019 → 03/2020
    Brio Financial Group
    San Francisco, CA
  • 06/2018 → 08/2018
    The Redwoods, Reitrement Home For Seniors
    Mill Valley, CA
  • 04/2018 → 06/2018
    Foresters Financial
    Beaverton, OR
  • 06/2017 → 08/2017
    Global Education Oregon
    Siena
  • 09/2015 → 06/2019
    College Education
    Eugene, OR
  • 07/2022 → 02/2024
    Empirical Wealth Management
    San Francisco, CA
  • 02/2024 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-21
  • S66 Uniform Combined State Law Examination
    2020-08-21
Designations

View on SEC IAPD

Other Firms

COHEN CAPITAL MANAGEMENT INC
AVILA REAL ESTATE CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PATHBREAKER VENTURES II, LLC
PATHBREAKER VENTURES III, LLC
PATHBREAKER VENTURES, LLC
CHARLES SCHWAB & CO., INC.

Other Investors

Brodie Trister Cohen
HENRIK INGEMANN NIELSEN
KONSTANTINOS GRIGORAKIS
Jason Yaworski
FATIMA ROMO
BRIAN KYLE GALLAGHER
ROSS GOMPERTZ
JAMES KEYES WATTS

Other Offices

COHEN CAPITAL MANAGEMENT INC · CORTE MADERA, CA
AVILA REAL ESTATE CAPITAL · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
WELLS FARGO CLEARING SERVICES, LLC · CORTE MADERA, CA
J.P. MORGAN SECURITIES LLC · CORTE MADERA, CA
PATHBREAKER VENTURES II, LLC · CORTE MADERA, CA
PATHBREAKER VENTURES III, LLC · CORTE MADERA, CA

More in Corte Madera, CA

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