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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-02-26 |
Branch Locations
312 Walnut Street Suite 2300, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverpoint Capital Management | Cincinnati | OH | 03/2015 | 09/2018 |
| Mariner Wealth Advisors | Cincinnati | OH | 02/2018 | Present |
BEECH ACRES FOUNDATION, 6881 BEECHMONT AVE, CINCINNATI, OH 45230; NOT INVESTMENT RELATED; BOARD CHAIR; DUTIES INCLUDE HELP GUIDE THE INVESTMENTS AND SPENDING FOR THE FOUNDATION; START DATE 03/2022; 5 HRS/MONTH AND 3 HRS/MONTH DURING SECURITIES TRADING HOURS. RONALD MCDONALD HOUSE; CINCINNATI, OH; NOT INVESTMENT RELATED; MEMBER OF PLANNED GIVING COUNCIL; DUTIES INCLUDE SERVING TO INCREASE AWARENESS AND ASSIST WITH PLANNED GIFTS AND FUND RAISING FOR THE HOUSE; START DATE 03/2015; 5HRS/MONTH AND 3 HRS DURING SECURITIES TRADING HOURS.
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