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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-05-13 |
| NH | RA | APPROVED | 2024-04-09 |
Branch Locations
5700 W. 112Th St. Ste. 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth | Overland Park | KS | 03/2024 | Present |
| Leone, Mcdonnell & Roberts, P.A. | North Conway | NH | 06/2006 | Present |
1. Leone, McDonnell & Roberts Professional Association; not investment-related; Vice President/Shareholder 2. Town of Wakefield, NH, Investment related: N, Wakefield, NH, town/political, budget committee member, 04/01/2024, 1 hours per month, 0 hours during trading hours, budget committee member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-06 |
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