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Cincinnati Wealth Management, Inc. CRD 291688
$16.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2161 St James Ave, Cincinnati, OH 45206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-01-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mahorney Retirement Specialist, Inc. | Cincinnati | OH | 09/1999 | 09/2017 |
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Cincinnati | OH | 03/1995 | 02/2018 |
| Cincinnati Wealth Management, Inc. | Cincinnati | OH | 09/2017 | Present |
| Cincinnati Wealth Management, Inc. | Cincinnati | OH | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-03 |
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