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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcnamee & Associates, Cpa, Pc | Hulett | WY | 08/2006 | 10/2018 |
| Mariner Wealth Advisors | Overland Park | KS | 10/2020 | Present |
| Mariner Wealth Advisors-Ic, Llc | Overland Park | KS | 10/2020 | Present |
| Deann Morgan, Cpa, Pc | Stephenville | TX | 10/2018 | Present |
| Honkamp Krueger Financial Services, Inc. | Dubuque | IA | 01/2000 | 10/2020 |
| Proequities, Inc. | Belle Fourche | SD | 08/2000 | 09/2020 |
DEANN MORGAN, CPA, PC (F/K/A NCMAMEE & ASSOCIATES); NOT INVESTMENT RELATED; PRESIDENT OF CPA/TAX FIRM; START DATE 01/2000; 180 HOURS/MONTH AND DURING SECURITIES TRADING HOURS. DEANN MORGAN, LLC; NOT INVESTMENT RELATED; INVOLVEMENT IN RODEO/HORSES; START DATE: 10/26/2018; 40 HRS/MONTH AND 0 DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-08 |
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