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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 | 2021-12-16 |
Branch Locations
312 Walnut Street Suite 2300, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Cincinnati | OH | 11/2021 | Present |
| Ohio National Financial Services | Cincinnati | OH | 04/2019 | 11/2021 |
| Cibc Bank Usa | Chicago | IL | 09/2013 | 04/2020 |
Crohn's & Colitis Foundation - Not investment related, Worthington, OH, Fundraising Board, Member of Board of Trustees, Start date: 03/19/2023, 4 hours per month, 1 hour during trading hours, Support research to benefit advancement of Crohn's & Colitis research. Breakthrough Cincinnati; Not investment related, Cincinnati, OH, Board Member, Start date: 11/13/23, 2 hours per month, .5 hours during trading hours, attend meetings
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