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Inactive

Gilad David Halzel

Mariner

Highlands Ranch, CO

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-06-05
  • CO RA
    APPROVED
    Since 2023-06-05

Branch Locations

8871 Ridgeline Blvd Suite 100, Highlands Ranch, CO 80129 • 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
Mariner Wealth Advisors Overland Park KS 07/2023 Present
Mariner Wealth Advisor Overland Park KS 05/2022 07/2023
Events Planning & Catering Boulder CO 08/2019 05/2022
Valley Country Club Aurora CO 06/2016 07/2021
  • 07/2023 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 05/2022 → 07/2023
    Mariner Wealth Advisor
    Overland Park, KS
  • 08/2019 → 05/2022
    Events Planning & Catering
    Boulder, CO
  • 06/2016 → 07/2021
    Valley Country Club
    Aurora, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-05
  • S65 Uniform Investment Adviser Law Examination
    2023-06-05
Designations
Other Names
  • Gilly Halzel
  • Gilad Halzel

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Highlands Ranch, CO
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EDWARD JONES · HIGHLANDS RANCH, CO
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