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5968 Bridgetown Road, Cincinnati, OH 45248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-08-25 |
Branch Locations
5968 Bridgetown Road, Cincinnati, OH 45248 • United States
20 S. Limestone Street Suite 245, Springfield, OH 45502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Springfield | OH | 08/2013 | 08/2019 |
| Advantage Investment Management, Llc | Springfield | OH | 09/2013 | 08/2019 |
| Souders Financial Advisors, Llc | Springfield | OH | 08/2019 | Present |
(1) 08/19/2019: STRATEGIC CAPITAL ADVISORS - DBA SOUDERS FINANCIAL ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 09/17/2013: NO BUSINESS NAME - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 50% OF TIME SPENT - INSURANCE SALES: HEALTH, DENTAL, LIFE, DISABILITY (5) 03/19/2015: ACCOMPANY BENEFITS,LLC DBA SEQUENT - INV REL - 8415 PULSAR PLACE, SUITE 201, COLUMBUS, OH 43240 - NON-VARIABLE INSURANCE - START 09/13/2013 - 80 HR/MO 4 DURING SECS TRDG HRS - LIFE & HEALTH INSURANCE (6) 04/12/2015: ADVANTAGE INVESTMENT MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: STRATEGIC CAPITAL ADVISERS - START 10/01/2013 - 120 HR/MO 6 DURING SECS TRDG HRS - IAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-19 |
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