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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 | 2025-03-06 |
Branch Locations
4555 Lake Forest Dr. Suite 650, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cassady Schiller & Associates | Cincinnati | OH | 11/1994 | Present |
| Csa Financial Advisors, Ltd. | Cincinnati | OH | 11/1999 | Present |
| Mariner Wealth Advisors | Overland Park | KS | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-09 |
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