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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 | 2021-10-27 |
| OH | RA | APPROVED | 2021-10-01 |
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 |
|---|---|---|---|---|
| Securities America, Inc. | Cincinnati | OH | 08/2009 | 09/2021 |
| Pinnacle Wealth Management, Inc | West Chester | OH | 07/2012 | 09/2021 |
| Pinnacle Financial Advisors, Llc | West Chester | OH | 06/2012 | 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, START DATE 9/2021; 40 HRS/WK DURING SECURITIES HRS. MARINER WEALTH ADVSORS, WEST CHESTER, OH; INVESTMENT RELATED; START DATE 9/2021; 40 HRS/WK DURING SECURITIES HRS. INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-28 |
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