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Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solido Insurance | Cincinnati | OH | 07/2012 | Present |
| The Leaders Group Inc | Littleton | CO | 01/2022 | Present |
1.) SOLIDO INSURANCE - 7/13/2012 - 5076 Village Drive, Cincinnati, OH 45244 - Managing Member, Selling life, LTC and DI insurance, Invt Rel, Insurance business, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) THE LEADERS GROUP - 01/2022 - 26 W DRY CREEK CIR, LITTLETON CO 80120 - REGISTERED REP - SECURITIES - INVESTMENT RELATED - WHEN NEEDED BUT APPROX. 2 HRS/MTH, 2 HRS DURING TRADING. 3.) FIRST FINANCIAL RESOURCES - 07/10/2019 - 5076 Village Drive, Cincinnati, OH 45244 - Member, insurance agent, Not Invt Rel, Insurance business, 0 hrs/mo; 0 hrs/mo (during trading hours). 4.) BENEFIT FUNDING SERVICES LLC - 11/04/2022 - 5076 Village Drive, Cincinnati, OH 45244 - Indirect Owner, Selling Life Insurance, Not Inv Rel, Fixed Life Insurance Sales, 3 hrs/mo; 3 hrs,/mo (during trading hours). 5.) MT. ST. MARY'S SEMINARY - 01/01/2019 - 6616 Beechmont Ave, Cincinnati, Ohio 45230 - Committee member, Volunteer, I am on the finance committee for the local seminary. We look over financials and the endowment, Invt Rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 6.) SOLIDO FINANCIAL LLC - 9/30/2013 - 5076 Village Drive, Cincinnati, OH 45244 - Owner, RIA, My own solo operated RIA, Invt Rel, 50 hrs/mo; 50 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-02 |
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