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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-21 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
3825 Edwards Road Ste. 103, Cincinnati, OH 45209 • United States
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 |
|---|---|---|---|---|
| Redus Group | Cincinnati | OH | 05/2009 | Present |
| Lincoln Financial Securities Corporation | Cincinnati | OH | 02/2013 | 09/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2016 | 05/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2016 | 05/2024 |
| Ascension Wealth Management | Cincinnati | OH | 06/2016 | 05/2024 |
| United Planners Financial Services | Scottsdale | AZ | 05/2024 | Present |
| Redus Financial Group | Cincinnati | OH | 04/2010 | Present |
| Ascension Wealth Management | Cincinnati | OH | 06/2016 | Present |
1.) NATIONAL UNDERGROUND RAILROAD FREEDOM CENTER - BOARD MEMBER - COMMUNITY, CIVIC, CHARITABLE BOARD MEMBER OR OFFICER - CINCINNATI, OH - SINCE 01/2022 - NOT INVESTMENT RELATED 2.) GREATER CINCINNATI FOUNDATION - COMMITTEE MEMBER - COMMUNITY, CIVIC, CHARITABLE BOARD MEMBER OR OFFICER - CINCINNATI, OH - SINCE 01/2019 - INVESTMENT RELATED 3.) ASCENSION WEALTH MANAGEMENT - PRESIDENT/CEO - CONSULTING SERVICES - CINCINNATI, OH - SINCE 06/2016 - INVESTMENT RELATED 4.) ASCENSION WEALTH MANAGEMENT - PRESIDENT/CEO - DBA NAME FOR MARKETING PURPOSES ONLY - CINCINNATI, OH - SINCE 06/2016 - INVESTMENT RELATED 5.) REDUS FINANCIAL GROUP - PRESIDENT/CEO - NON-VARIABLE INSURANCE - CINCINNATI, OH - SINCE 04/2010 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-02-28 |
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