Kori Jean Manus

Current Employers

Employment History

• 06/1999 → 06/2017
  Raymond James Financial Services, Inc.
  Columbus, OH
• 09/2001 → 06/2017
  Gerber, Llc
  Columbus, OH
• 12/2016 → 06/2017
  Gerber, Llc
  Columbus, OH
• 06/2017 → 12/2022
  Manus Holdings, Llc
  Columbus, OH
• 08/2017 → 06/2018
  Infinex Investments, Inc.
  Meriden, CT
• 06/2018 → 11/2024
  Lpl Financial, Llc
  Upper Arlington, OH
• 08/2017 → 11/2024
  Heartland Bank/Heartland Planning Associates
  Columbus, OH
• 12/2024 → 02/2025
  Concurrent Investment Advisors, Llc
  Plain City, OH
• 03/2026 → Present
  Carbon Wealth Advisors
  Rochelle Park, NJ
• 03/2026 → Present
  Mariner Platform Solutions
  Overland Park, KS
• 01/2025 → Present
  Ideal Wealth Partners
  Plain City, OH
• 12/2024 → 02/2025
  Adalan Private Wealth
  Washington, DC

Previous Registrations

• 2024-12-10 → 2025-02-04
  Concurrent Investment Advisors, Llc
  Plain City, OH
  Tampa, FL
  Washington, DC
• 2018-06-29 → 2024-11-29
  Lpl Financial Llc
  Westerville, OH
  Cincinnati, OH
  Upper Arlington, OH
  Columbus, OH
  Reynoldsburg, OH
  Pickerington, OH
  Grove City, OH
  Columbus, OH
  Gahanna, OH
  Whitehall, OH
  Gahanna, OH
  Newark, OH
  Hartford, OH
  Johnstown, OH
  Columbus, OH
  Hilliard, OH
  Dublin, OH
  Florence, KY
  Ft Mitchell, KY
  Ft Thomas, KY
  Plain City, OH
  Westerville, OH
• 2017-08-17 → 2018-07-06
  Osaic Institutions, Inc.
  Westerville, OH
  Newark, OH
  Gahanna, OH
  Columbus, OH
  Grove City, OH
  Reynoldsburg, OH
  Croton, OH
  Dublin, OH
  Gahanna, OH
  Johnstown, OH
  Columbus, OH
• 2007-09-19 → 2017-07-25
  Gerber, Llc
  Columbus, OH
• 2002-10-11 → 2006-01-27
  Gerber, Llc
  Columbus, OH

Other Businesses

Carbon Wealth Advisors; Investment related, Dublin, OH, Offering investment services through Mariner Platform Solutions, start date; 03/2026, 160 hours per month during securities trading hours. Ideal Wealth Partners, LLC, Member/Manager, Plain City, OH 43064, Investment-related - no; started 01/20/2025, Personal LLC used to received 1099 income from third parties. Entity does not provide investment advisory services, financial planning, or solicit advisory clients. Kori Manus serves as a Vice President for the Exit Planning Institute - Central Ohio Chapter, Investment-related - no; started 01/01/2024, 4 hrs/mo, 2 hrs/mo during trading hours, Assist with chapter leadership, event coordination, and member engagement to promote exit planning education and support growth of the Central Ohio professional advisor community. Kori Manus serves as a Board Member for Southeast, Inc., 16 West Long St Columbus, OH 43215, Investment-related - no; started 01/01/2001, 6 hrs/mo, 2 hrs/mo during trading hours, Serve on the board and participate on the finance committee, assisting with financial oversight and organizational governance. Kori Manus services as Board Member for Small Biz Cares, 214 Hoff Rd J, Westerville, OH 43082, Investment-related - no; started 01/01/2022, 6 hrs/mo, 2 hrs/mo during trading hours, Serve on the board and support member engagement and organizational initiatives.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-20

Other Names

• Kori Jean Mills
• Kori Mills