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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 | 2026-02-24 |
Branch Locations
2074 Arlington Avenue, Columbus, OH 43221 • United States
Dublin, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 02/2026 | Present |
| First Commonwealth Bank | Columbus | OH | 01/2024 | 02/2026 |
| Fifth Third Bank | Columbus | OH | 06/2017 | 01/2024 |
| The Ohio State University | Columbus | OH | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-04 |
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