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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 | 2026-03-16 |
Branch Locations
312 Walnut St. Suite 2300, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 10/2021 | 10/2022 |
| County National Bank | Hillsdale | MI | 05/2020 | 12/2020 |
| The Ohio State University | Columbus | OH | 08/2019 | 08/2021 |
| University Of Toledo | Toledo | OH | 08/2018 | 05/2019 |
| Adrian College | Adrian | MI | 08/2017 | 05/2018 |
| Starbucks | Toledo | OH | 06/2019 | 07/2019 |
| Jackson Candy And Fudge Factory | Jackson | MI | 10/2016 | 01/2018 |
| Jackson Coffee Company | Jackson | MI | 01/2017 | 08/2018 |
| Cherry Hill Programs | Toledo | OH | 10/2018 | 12/2018 |
| Lumen Christi High School | Jackson | MI | 08/2013 | 05/2017 |
| Mariner | Overland Park | KS | 10/2022 | 01/2026 |
| Mariner | Overland Park | KS | 01/2026 | Present |
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