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Current Employers
Advanced Asset Management Advisors, Inc.

4995 Bradenton Ave., Suite 210, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-08-07
  • OH RA
    APPROVED
    Since 2017-08-07

Branch Locations

326 North Wayne St., Piqua, OH 45356 • 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
Murray Wells Wendeln & Robinson Cpas Inc Piqua OH 07/1975 01/2017
H. Beck, Inc. Rockville MD 03/2003 07/2017
Advanced Asset Management Advisors, Inc. Dublin OH 08/2017 Present
Accounting Solutions Llc Dba Murray Wells Wendeln Robinson Accou Piqua OH 02/2017 Present
  • 07/1975 → 01/2017
    Murray Wells Wendeln & Robinson Cpas Inc
    Piqua, OH
  • 03/2003 → 07/2017
    H. Beck, Inc.
    Rockville, MD
  • 08/2017 → Present
    Dublin, OH
  • 02/2017 → Present
    Accounting Solutions Llc Dba Murray Wells Wendeln Robinson Accou
    Piqua, OH
Previous Registrations
  • 2003-03-10 → 2017-08-02
    Grove Point Investments, Llc
    Piqua, OH
    Piqua, OH
Other Businesses

THE RACQUET CLUB POSITION: PARTNER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 12/01/1989 ADDRESS: 326 N. WAYNE ST., P. O. BOX 226, PIQUA OH 45356 DESCRIPTION: MEMBER. WAYNE ST. INVESTMENTS, LLC POSITION: MANAGING MEMBER NATURE: BUSINESS, Real Estate Investment YES HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 07/01/2009 ADDRESS: 326 N. WAYNE ST., P. O. BOX 613, PIQUA OH 45356-0613 DESCRIPTION: PIQUA LOCATION OF CPA FIRM.?,, KEEP BOOKS AND DIRECT REPAIRS. 360 Accounting Solutions LLC DBA Murray Wells Wendeln Robinson Accountants and Advisors Position: General Manager and Employee, No investment, 40 hours per week; 01/2017 to date, address: 326 N Wayne St., PO Box 613, Piqua, Ohio 45356-0613, DESCRIPTION: ACTIVITIES: TAX PREPARATION, TAX PLANNING, ACCOUNTING, AUDITING, BUSINESS AND FINANCIAL CONSULTING.DUTIES: CLIENT SERVICES AND ADMINISTRATIVE DUTIES. MURRAY WELLS WENDELN & ROBINSON CPAS LLC , INC. POSITION: CEO NATURE: Investment Conduit, INVESTMENT RELATED: NO NUMBER OF HOURS: as needed, START DATE: 07/01/1972 to 01/2017 ADDRESS: 326 N. WAYNE ST., P. O. BOX 613, PIQUA OH 45356-0613 DESCRIPTION: ACTIVITIES: Investment Conduit

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-06-15
  • S63 Uniform Securities Agent State Law Examination
    2009-06-15

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