← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/29/2018）
MARINER WEALTH ADVISORS-OKLAHOMA, LLC · 所有者与执行高管（CRD 107355）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/107355
Schedule A · 直接所有者（11 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| SHOULDERS, JANA, LEE | 个人 | PRESIDENT, CHIEF EXECUTIVE OFFICER | 是 | NA |
| WHEELER, SUZANNE, CHRISTINE | 个人 | SENIOR VICE PRESIDENT | 是 | A |
| BICKNELL, CHERYL | 个人 | CHIEF STRATEGY OFFICER / CHIEF OPERATIONS OFFICER | 是 | NA |
| COOPER III, JAMES, KNIGHT | 个人 | SENIOR VICE PRESIDENT | — | A |
| MARINER WEALTH ADVISORS, LLC | 境内实体 | MANAGING MEMBER | 是 | D |
| COUCH, JEFFREY, ALAN | 个人 | EXECUTIVE VICE PRESIDENT | 是 | NA |
| SANDNES, KAREN, LEIGH | 个人 | VICE PRESIDENT OF OPERATIONS | — | NA |
| JANA SHOULDERS, AS TRUSTEE OF THE JANA L. SHOULDERS REVOCABLE TRUST | 境内实体 | MEMBER | 是 | C |
| JEFF COUCH, AS TRUSTEE OF THE JEFFREY A. COUCH REVOCABLE TRUST | 境内实体 | MEMBER | 是 | A |
| DORIAN, ANNE, JENELLE | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| SCOTT, KATRINA, DELORES | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
Schedule B · 执行高管（5 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| MARINER HOLDINGS, LLC | MANAGING MEMBER | 是 |
| BICKNELL FAMILY HOLDING CO., LLC | MANAGER | 是 |
| BICKNELL, MARTIN, CHRISTOPHER | ELECTED MANAGER | 是 |
| SHOULDERS, JANA, LEE | OWNER | 是 |
| COUCH, JEFFREY, ALAN | OWNER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
