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RIA / WealthAdvisor18 years in industry

ERIC MICHAEL BOKESCH

Advisor at MARINER INSTITUTIONAL, LLC

West Chester, OH | WEST CHESTER, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:52534b9f-8042-9f2a-bdca-69877c66472c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARINER INSTITUTIONAL, LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Exams: S63|S66
First exam: Jan 28, 2008
First registration: Jul 26, 2011
Dual registered: no
IAPD individual key: 4430340

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARINER INSTITUTIONAL, LLC	Other adviser	Nov 12, 2024	n/a	yes	West Chester, OH	Current employment
Mariner	Bd affiliated wealth	Sep 28, 2021	n/a	yes	WEST CHESTER, OH	Current employment
PINNACLE WEALTH MANAGEMENT, INC.	Former SEC adviser	Nov 14, 2019	Dec 23, 2021	no	WEST CHESTER TWP, OH	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jul 16, 2018	Oct 9, 2019	no	Cincinnati, OH	Previous registration
NATIONWIDE INVESTMENT ADVISORS, LLC	Bd affiliated wealth	Jul 26, 2011	Jul 3, 2018	no	COLUMBUS, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PINNACLE WEALTH MANAGEMENT, INC.	Mariner	Dec 23, 2021	Sep 28, 2021	-86	Firm change after gap	RIA to ibd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	PINNACLE WEALTH MANAGEMENT, INC.	Oct 9, 2019	Nov 14, 2019	36	Firm change	Ibd to RIA
NATIONWIDE INVESTMENT ADVISORS, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jul 3, 2018	Jul 16, 2018	13	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
121065:140195:OH:2021-12-23	Dec 23, 2021	Sep 28, 2021	WEST CHESTER TWP, OH	Firm change after gap

Relationships

Registered with (5)

→ MARINER INSTITUTIONAL, LLCRegistered adviserregistration: current employment
Nov 12, 2024 to presentfactForm ADV
→ MARINERRegistered adviserregistration: current employment
Sep 28, 2021 to presentfactForm ADV
→ PINNACLE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 14, 2019 to Dec 23, 2021factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jul 16, 2018 to Oct 9, 2019factForm ADV
→ NATIONWIDE INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 26, 2011 to Jul 3, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52534b9f-8042-9f2a-bdca-69877c66472c
First observed: Jul 26, 2011
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ERIC MICHAEL BOKESCH

Advisor at MARINER INSTITUTIONAL, LLC

West Chester, OH | WEST CHESTER, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:52534b9f-8042-9f2a-bdca-69877c66472c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MARINER INSTITUTIONAL, LLC

Other adviser

Nov 12, 2024

n/a

yes

West Chester, OH

Current employment

Mariner

Bd affiliated wealth

Sep 28, 2021

n/a

yes

WEST CHESTER, OH

Current employment

PINNACLE WEALTH MANAGEMENT, INC.

Former SEC adviser

Nov 14, 2019

Dec 23, 2021

WEST CHESTER TWP, OH

Previous registration

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Bd affiliated wealth

Jul 16, 2018

Oct 9, 2019

Cincinnati, OH

Previous registration

NATIONWIDE INVESTMENT ADVISORS, LLC

Bd affiliated wealth

Jul 26, 2011

Jul 3, 2018

COLUMBUS, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PINNACLE WEALTH MANAGEMENT, INC.

Mariner

Dec 23, 2021

Sep 28, 2021

-86

Firm change after gap

RIA to ibd

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PINNACLE WEALTH MANAGEMENT, INC.

Oct 9, 2019

Nov 14, 2019

Firm change

Ibd to RIA

NATIONWIDE INVESTMENT ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jul 3, 2018

Jul 16, 2018

Firm change

Ibd to ibd

Team

Left

Joined

From

Kind

121065:140195:OH:2021-12-23

Dec 23, 2021

Sep 28, 2021

WEST CHESTER TWP, OH

Firm change after gap