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22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-08 |
Branch Locations
Cincinnati, OH • United States
22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | 04/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2015 | 04/2022 |
| Private Client Services | Cincinnati | OH | 04/2022 | Present |
| Rockport Wealth Llc Dba Rockport Wealth Advisors | Fairview Park | OH | 04/2022 | Present |
1) Insurance Brokerage. Sale of Life, Disability and long term care insurance. Owner. 5 hrs/mo; 1 during trading hrs. 2) Rockport Wealth Advisors. 22730 Fairview Center Dr, Ste 150, Fairview Park, OH 44126. RIA. 160 hrs/mo. 3) Focus Properties I. 5626 Bridgetown Rd, Suite F, Cincinnati, OH 45248. Focus Properties I is the registration that myself and my three other partners use to describe the loan that we have with Eagle Savings Bank. 0 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-21 |
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