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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-01 |
| TX | RA | APPROVED | 2022-03-01 |
Branch Locations
11622 El Camino Real Ste. 100, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | San Diego | CA | 06/2004 | 01/2019 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 01/2011 | 01/2019 |
| Adviceperiod, Llc | San Diego | CA | 01/2019 | 02/2022 |
| Mariner Platform Solutions | San Diego | CA | 03/2022 | Present |
| Wealth With Options | San Diego | CA | 03/2022 | Present |
1) WEALTH WITH OPTIONS; SAN DIEGO, CA; DIRECTOR; OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER PLATFORM SOLUTIONS; START DATE 03/2022;160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. 2) Ronald McDonald House San Diego; not investment-related; charitable organization; board of directors; start date 1/1/24; 5 hrs/month; 1 hour during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-28 |
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