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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 | 2018-07-09 |
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 |
|---|---|---|---|---|
| Putnam Retail Management | Andover | MA | 06/2015 | 05/2018 |
| Mariner Wealth Advisors | Cincinnati | OH | 05/2018 | Present |
Chair Force 1; Not investment related, Cincinnati, OH, Charity to help supply medical equipment to those in need , Chairman and Co-Founder, Start date: 6/2/2023, 8 hours per month, 1 hour during trading hours, Help organize the effort.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-21 |
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