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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 | 2025-02-12 |
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 Wealth Management, Llc | Cincinnati | OH | 09/2015 | 01/2025 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2025 | Present |
Interact for Health, Investment related: N, Cincinnati, OH, ensure people in the region have a just opportunity to live their healthiest lives, Member of the investment subcommittee, 8/5/2020, 1 hours per month, 1 hours during trading hours, vote as one of 7 members of the subcommittee. Wyoming Golf Club, Investment related: N, Cincinnati, OH, golf club, Treasurer/Board Member, 1/1/2024, 4 hours per month, 1 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-18 |
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