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Inactive

Jonathan Robert Lohman

Mariner

Cranberry Township , PA

Pittsburgh, PA

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-09-01
TX RA APPROVED_RES 2021-09-01
  • PA RA
    APPROVED
    Since 2021-09-01
  • TX RA
    APPROVED_RES
    Since 2021-09-01

Branch Locations

800 Cranberry Woods Dr., Cranberry Township , PA 16066 • United States

1701 Cochran Road 2Nd Floor, Pittsburgh, PA 15220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Advisory Group, Ltd. Pittsburgh PA 03/2016 08/2021
Mariner Wealth Advisors Pittsburgh PA 09/2021 Present
Commonwealth Advisory Group, Ltd. Pittsburgh PA 06/2011 08/2021
  • 03/2016 → 08/2021
    Commonwealth Advisory Group, Ltd.
    Pittsburgh, PA
  • 09/2021 → Present
    Mariner Wealth Advisors
    Pittsburgh, PA
  • 06/2011 → 08/2021
    Commonwealth Advisory Group, Ltd.
    Pittsburgh, PA
Previous Registrations
  • 2016-03-17 → 2021-09-13
    Commonwealth Advisory Group, Ltd.
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-05
  • S65 Uniform Investment Adviser Law Examination
    2016-03-05

View on SEC IAPD

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KEY INVESTMENT SERVICES LLC
IMPACT PARTNERSHIP WEALTH, LLC
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC

Other Investors

BRANDON MICHAEL PRUSS
ERIN LYNN WEBER
CASSIDY JOY CARLSON
TONI LEE ONDEK
BRIAN JESSE KOBLE
KENNETH ALLEN BREADEN
Jason T Pettner
GREGORY ROBERT CASTEN

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CRANBERRY TOWNSHIP, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CRANBERRY TOWNSHIP, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CRANBERRY TOWNSHIP, PA
W&S BROKERAGE SERVICES, INC. · CRANBERRY TWP, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Cranberry Twp, PA
KEY INVESTMENT SERVICES LLC · CRANBERRY TWP, PA
IMPACT PARTNERSHIP WEALTH, LLC · Cranberry Twp, PA
CITIZENS SECURITIES, INC. · WARRENDALE, PA

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