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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 | 2026-01-16 |
| OH | RA | APPROVED | 2026-01-16 |
Branch Locations
312 Walnut Street Suite 2300, Cincinnati, OH 45202 • United States
531 W Morse Blvd Suite 200, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-16 |
| KY | RA | APPROVED | 2024-06-02 |
Branch Locations
312 Walnut Street Suite 2300, Cincinnati, OH 45202 • United States
531 W Morse Blvd Suite 200, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fourth Street Performance Partners, Inc | Covington | KY | 06/2014 | 04/2024 |
| Mariner Institutional, Llc | Winter Park | FL | 04/2024 | Present |
| Mariner | Overland Park | KS | 01/2026 | Present |
| Mariner | Overland Park | KS | 04/2024 | Present |
Mariner; 5700 W. 112th St. Suite 500 Overland Park, KS 66211; Investment Related, Investment Advisor Representative, 40 HRS/WK during securities hours. Mariner Institutional; 531 West Morse Ave. Ste. 200 Winter Park, FL 32789, Investment related, Investment Advisor Representative ; 40 HR/WK during securities hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-14 |
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