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Advisor at CAPTRUST
Leawood, 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 |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Jan 30, 2026 | n/a | yes | Leawood, KS | Current employment |
| MARINER INSTITUTIONAL, LLC | Other adviser | Nov 6, 2024 | Jan 30, 2026 | no | Overland Park, KS | Previous registration |
| Mariner | Bd affiliated wealth | Jun 29, 2018 | Jan 30, 2026 | no | OVERLAND PARK, KS | Previous registration |
| MARINER RETIREMENT ADVISORS, LLC | Former SEC adviser | Feb 4, 2017 | Jul 3, 2018 | no | OVERLAND PARK, KS|LEAWOOD, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARINER INSTITUTIONAL, LLC | Captrust | Jan 30, 2026 | Jan 30, 2026 | 0 | Firm change | Other |
| Mariner | MARINER INSTITUTIONAL, LLC | Jan 30, 2026 | Nov 6, 2024 | -450 | Firm change after gap | Other |
| MARINER RETIREMENT ADVISORS, LLC | Mariner | Jul 3, 2018 | Jun 29, 2018 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 172372:140195:KS:2018-07-03 | Jul 3, 2018 | Jun 29, 2018 | LEAWOOD, KS | Firm change |