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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-04 |
| OH | RA | APPROVED | 2021-06-23 |
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 | 04/2021 | Present |
| Medpace | Cincinnati | OH | 03/2019 | 04/2021 |
| Midwest Switchgear Services | Hamilton | OH | 06/2016 | 02/2019 |
Southern Ohio Chapter of the Crohn's & Colitis Foundation - Not investment related, Worthington, OH, Committee member, start date: 8/1/2022, 15 hours per month, 5 hours during trading hours, sit on the planning and fundraising board. The goal of the board is to raise money, and plan the Night for a Cure event.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
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