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Current Employers
Solido Financial Llc

Cincinnati, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-09-07
  • OH RA
    APPROVED
    Since 2012-09-07

Branch Locations

Cincinnati, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Solido Insurance Cincinnati OH 07/2012 Present
The Leaders Group Inc Littleton CO 01/2022 Present
  • 07/2012 → Present
    Solido Insurance
    Cincinnati, OH
  • 01/2022 → Present
    The Leaders Group Inc
    Littleton, CO
Other Businesses

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).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-11-02
  • S63 Uniform Securities Agent State Law Examination
    2020-11-02
Designations

View on SEC IAPD

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