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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 | 2024-05-02 |
| CO | RA | APPROVED | 2024-05-01 |
Branch Locations
5700 W. 112Th St. Ste. 500, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richey May & Co, Llp | Englewood | CO | 12/2012 | 02/2024 |
| Mariner Wealth | Overland Park | KS | 03/2024 | Present |
1) Richey May Wealth Advisors, LLC; not investment-related; Englewood, CO; business advisory services and tax architecture; Director; start date: 02/2024; 160 hours during securities trading hours; executive management duties and client relations 2) Colorado Mortgage Lenders Association; not investment-related; Centennial, CO; Non-profit organization for Colorado mortgage bankers; Board Member; start date: 01/2023; 5 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-07 |
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