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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 | 2019-03-25 |
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 | 12/2018 | Present |
| Cleararc Capital | Cincinnati | OH | 07/2015 | 12/2018 |
FRIENDLY SONS OF ST. PATRICK FOUNDATION, BOARD OF DIRECTORS, ATTEND QUARTERLY BOARD MEETINGS; 4C FOR CHILDREN, INVESTMENT RELATED, BELLEVUE, WA, INVESTMENT COMMITTE MEMBER, HELP MANAGE ASSETS AND INVESTMENTS, START DATE 10/1/22, 3 HRS PER MONTH, 0 HRS DURING TRADING HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-25 |
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