DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MARINER WEALTH
Overland Park, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MARINER WEALTH | No RAUM reported | Jun 20, 2024 | n/a | yes | Overland Park, KS | Current employment |
| AVANTAX PLANNING PARTNERS, INC. | Bd affiliated wealth | Feb 19, 2019 | Jun 28, 2024 | no | Cincinnati, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS, INC. | MARINER WEALTH | Jun 28, 2024 | Jun 20, 2024 | -8 | Firm change | Other |