Beverly J. Tobocman

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CRD#: 1265883

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Beverly Jean Tobocman, who also goes by Beverly Jean Nosanchuk, Beverly Nosanchuk, Beverly Jean Olen, Beverly Olen, was a registered financial professional .

Beverly is a previously registered financial professional and started their career in finance in 1984. Beverly had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Beverly Jean Nosanchuk | Beverly Nosanchuk | Beverly Jean Olen | Beverly Olen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 4/8/2010: DBA ONLY - JBT FINANCIAL, LLC - PARTNERSHIP WITH JEREMEY OLEN. - BLOOMFIELD HILLS, MI. 2. 4/8/2010: C RESOURCE DESIGN, INC. -Business Entity For Tax/Investment Purposes Only - CORP USED FOR REVENUE PROCESSING AND EXPENSES MOSTLY FOR BOOK AUTHORED: "NOW THAT HE'S GONE". - NON INV Related 3. 5/19/2010: NON-VARIABLE INSURANCE - JBT FINANCIAL, LLC - SELLS TERM INSURANCE. - TIME SPENT 5% - BLOOMFIELD HILLS, MI. 4. 8/24/2011: OTHER-BOOK - AUTHOR OF "NOW THAT HE'S GONE" A BOOK THAT TALKS ABOUT HOW TO DEAL WITH LIFE AFTER LOSS. - TIME SPENT 1%. 5. 1/29/2018 - JBT Financial, LLC - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 01/01/2018 - 1 Hour Per Month During Securities Trading - Notary Public. 6. 05/23/2023 - Mariner Independent Advisor Network - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/31/2023 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Mariner Independent Advisor Network LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 1, 2024 - January 8, 2025

MARINER WEALTH

RIA

CRD#: 140195

Sylvan Lake, MI

Past

July 6, 2016 - January 17, 2024

MARINER ADVISOR NETWORK

RIA

CRD#: 283824

Sylvan Lake, MI

Past

September 8, 2009 - February 12, 2024

LPL FINANCIAL LLC

CRD#: 6413

SYLVAN LAKE, MI

Past

January 2, 2009 - September 8, 2009

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BLOOMFIELD HILLS, MI

Past

September 5, 2006 - July 7, 2016

STRATEGIC WEALTH ADVISORS GROUP

RIA

CRD#: 140977

BLOOMFIELD HILLS, MI

Past

January 24, 2005 - December 31, 2008

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

BLOOMFIELD HILLS, MI

Past

May 12, 1994 - December 31, 2008

FSC SECURITIES CORPORATION

CRD#: 7461

BLOOMFIELD HILLS, MI

Past

June 1, 1993 - May 17, 1994

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

July 13, 1984 - June 11, 1993

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARINER WEALTH

CRD#: 140195 / SEC#: 801-66632

RIA

Registered Investment Advisory firm - (4/24/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/12/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/30/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/12/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 2/27/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/1/1994

General Securities Principal Examination

Current Firm

MARINER WEALTH

CRD#: 140195 / SEC#: 801-66632

RIA

Registered Investment Advisory firm - (4/24/2006 Approved)

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Contact information

Main Address

5700 W. 112th Street Suite 500, Overland Park, KS 66211

Mailing Address

Phone number

(913) 904-5700

Established

Firm type

Fiscal year end

# of Employees

1,503

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARINER ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	155,767
AUM (Assets Under Management)	$ 98,603,233,201

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/19/2024	Cover Page	Report
12/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Beverly J. Tobocman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MARINER ADVISOR NETWORK

LPL FINANCIAL LLC

ASSOCIATED SECURITIES CORP.

STRATEGIC WEALTH ADVISORS GROUP

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

VESTAX SECURITIES CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

MARINER WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 7/12/1984

SIE

Date: 10/1/2018

Series 7

Date: 9/20/1986

Series 22

Date: 8/30/1984

Series 6

Date: 7/12/1984

Series 51

Date: 2/27/2003

Series 24

Date: 6/1/1994

Current Firm

MARINER WEALTH

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MARINER WEALTH

TRUST BUT VERIFY

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