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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 | 2021-09-28 |
Branch Locations
9100 West Chester Town Centre Drive Suite 225, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Financial Advisors, Llc. | West Chester | OH | 09/2005 | 09/2021 |
| Mariner Wealth Advisors | West Chester | OH | 09/2021 | Present |
| Msec, Llc | West Chester | OH | 09/2021 | Present |
MSEC, LLC; WEST CHESTER, OH; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; START DATE 9/2021 40 HRS/WK DURING SECURITIES TRADING HRS. MARINER WEALTH ADVISORS, WEST CHESTER, OH; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 9/2021; 40 HRS/WK DURING SECURITIES TRADING HRS. CHRISTIAN BENEVOLENT ASSOCIATION DBA CHRISTIAN VILLAGE COMMUNITIES; , MASON, OH ; NOT INVESTMENT RELATED; DIRECTOR OF BOARD OF DIRECTORS; START DATE 5/16/2022; 5 HRS/MO, 0 HRS/MO DURING SECURITES TRADING. Cincinnati Charter School; Not investment related, Cincinnati, OH, Charitable Institution, Board Member, Start date: 05/01/2026, 5 hours per month, 0 during trading hours. No responsibilities yet.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-16 |
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