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Leon Henry Loewenstine

Mariner

Cincinnati, OH

Longboat, FL

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-13
OH RA APPROVED 2018-02-26
  • FL RA
    APPROVED
    Since 2024-11-13
  • OH RA
    APPROVED
    Since 2018-02-26

Branch Locations

312 Walnut Street Suite 2300, Cincinnati, OH 45202 • United States

Longboat, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Riverpoint Capital Mgmt, Llc Cincinnati OH 10/2012 09/2018
Mariner Wealth Advisors Cincinnati OH 02/2018 Present
  • 10/2012 → 09/2018
    Riverpoint Capital Mgmt, Llc
    Cincinnati, OH
  • 02/2018 → Present
    Mariner Wealth Advisors
    Cincinnati, OH
Previous Registrations
  • 2013-02-25 → 2018-11-26
    Mariner Wealth Advisors
    Cincinnati, OH
  • 2004-11-30 → 2012-12-31
    Riverpoint Capital Management, Inc.
    Cincinnati, OH
  • 1998-09-22 → 2002-12-04
    Dws Investment Management Americas, Inc.
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-15
S63 Uniform Securities Agent State Law Examination 1988-08-18
  • S65 Uniform Investment Adviser Law Examination
    1994-12-15
  • S63 Uniform Securities Agent State Law Examination
    1988-08-18
Other Names
  • Leon H Loewenstine

View on SEC IAPD

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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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