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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-14 |
| OH | RA | APPROVED | 2018-02-26 |
Branch Locations
312 Walnut Street Suite 2300, Cincinnati, OH 45202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverpoint Capital Management, Llc | Cincinnati | OH | 07/2002 | 09/2018 |
| Riverpoint Capital Management, Llc | Cincinnati | OH | 10/2012 | 09/2018 |
| Mariner Wealth Advisors | Cincinnati | OH | 09/2018 | Present |
BOWLING GREEN STATE UNIVERSITY FOUNDATION, BOWLING GREEN, OH 43434; NOT INVESTMENT RELATED; TRUSTEE FOR UNIVERSITY FOUNDATION BOARD; START DATE 1/2018; 4 HRS/MONTH AND 2 HRS/DURING SECURITIES TRADING HOURS. HORIZON COMMUNITY FUNDS OF NORTHERN KENTUCKY, 50 EAST RIVER CENTER BLVD, COVINGTON, KY; NOT INVESTMENT RELATED; TRUSTEE; START DATE 07/2018; 2 HRS/MONTH AND 0 HRS DURING SECURITIES TRADING HOURS. MAYFIELD EDUCATION AND RESEARCH FOUNDATION, 3825 EDWARDS RD., CINCINNATI, OH 45208; NOT INVESTMENT RELATED; TRUSTEE FOR NON PROFIT FOUNDATION; START DATE 07/2018; 2 HRS/MONTH AND 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-11 |
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