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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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MARINER WEALTH | No RAUM reported | Aug 1, 2024 | n/a | yes | Overland Park, KS | Current employment |
| AVANTAX PLANNING PARTNERS, INC. | Bd affiliated wealth | Nov 14, 2016 | Aug 20, 2024 | no | Indianapolis, IN | Previous registration |
| VEROS PARTNERS, INC. | Former SEC adviser | Jan 1, 2002 | Dec 31, 2015 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS, INC. | MARINER WEALTH | Aug 20, 2024 | Aug 1, 2024 | -19 | Firm change | Other |
| VEROS PARTNERS, INC. | AVANTAX PLANNING PARTNERS, INC. | Dec 31, 2015 | Nov 14, 2016 | 319 | Firm change | Other |