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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 | 2025-12-02 |
| KY | RA | APPROVED | 2025-11-18 |
Branch Locations
312 Walnut Street Suite 2300, Cincinnati, OH 45202 • United States
313 Skyview Ct., Ludlow, KY 41016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 09/2025 | Present |
| The Procter & Gamble Company | Cincinnati | OH | 12/2004 | 12/2024 |
| Unemployed | Ludlow | KY | 01/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-18 |
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