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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 |
| TX | RA | APPROVED | 2021-09-27 |
Branch Locations
9100 West Chester Towne Center 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 |
| Msec, Llc | West Chester | OH | 09/2021 | Present |
| Mariner Wealth Advisors | West Chester | OH | 09/2021 | Present |
MSEC, LLC, WEST CHESTER, OH; REGISTERED REPRESENTATIVE; INVESTMENT RELATED; START DATE 9/2021; 40 HRS/WK DURING SECURITIES HRS. MARINER WEALTH ADVISORS, WEST CHESTER, OH; INVESTMENT RELATED; START DATE 9/2021; 40 HRS/WK DURING SECURITIES HRS; EPISCOPAL RETIREMENT SERVICES INVESTMENT COMMITTEE, CINCINNATI, OH; INVESTMENT RELATED; Committee member; NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/12/2019 443 ELK SHORE RESORT ROAD LLC, OWENTON, KY; NOT INVESTMENT RELATED; MANAGING MEMBER; START DATE 10/2014; LLC HOLDS FAMILY VACATION PROPERTY; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 BRUNSNED LLC, LOVELAND, OH; INVESTMENT RELATED; MANAGING MEMBER; START DATE 12/2012; NATURE: LLC that owns property my mother lives in; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS 0 INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-25 |
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