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531 W Morse Blvd Suite 200, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-12 |
Branch Locations
9100 West Chester Towne Centre Drive Suite 225, West Chester, OH 45069 • United States
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-28 |
Branch Locations
9100 West Chester Towne Centre Drive Suite 225, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 05/2011 | 07/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2018 | 09/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2018 | 09/2019 |
| Securities America, Inc. | West Chester Twp | OH | 11/2019 | 09/2021 |
| Pinnacle Wealth Management, Inc. | West Chester Twp | OH | 11/2019 | 09/2021 |
| Mariner Wealth Advisors | West Chester | OH | 09/2021 | Present |
| Msec, Llc | West Chester | OH | 09/2021 | 08/2024 |
| Mariner Institutional | Winter Park | FL | 11/2024 | Present |
INSURANCE SALES Mariner Wealth Advisors; 5700 W. 112th St. Suite 500 Overland Park, KS 66211; Investment Related, Investment Advisor Representative, 40 HRS/WK during securities hours. Mariner Institutional; 531 West Morse Ave. Ste. 200 Winter Park, FL 32789, Investment related, Investment Advisor Representative ; 40 HR/WK during securities hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-28 |
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