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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2019-10-31 |
Branch Locations
905 Harpeth Valley Place, Nashville, TN 37221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snow Creek Wealth Management, Llc | Nashville | TN | 03/2011 | 10/2019 |
| Mariner Wealth Advisors | Nashville | TN | 10/2019 | Present |
1) Sherith Israel Synagogue, not investment-related, Treasurer; start date: 9/1/22; 1 hr/month during securities-trading hours. 2) SERVES IN VARIOUS TRUSTEE POSITIONS FOR INDIVIDUALS, FOUNDATIONS AND ORGANIZATIONS; INVESTMENT RELATED; START DATE 2002; 15 HRS/MONTH AND DURING SECURITES TRADING HOURS. 3) James W Pickle Charitable Foundation, Investment related: N, Nashville, TN, non-profit that provides life altering medical equipment, President, Jan 01, 2002, 10 hours per month, 10 hours during trading hours, review grants, attend trustee meetings, coordinate transferring funds to Mariner Trust Co for distribution.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-04-30 |
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