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10653 Techwoods Circle Suite 101, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-18 |
Branch Locations
10653 Techwoods Circle Suite 101, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon Wireless | Cincinnati | OH | 09/2011 | 11/2016 |
| Omega Wealth Private Capital Llc | Cincinnati | OH | 09/2023 | 01/2025 |
| The Randolph Company | Cincinnati | OH | 11/2016 | 08/2023 |
| Wilson Private Capital | Cincinnati | OH | 07/2024 | Present |
| Tap Insurance Llc, Dba Olson & Wilson Insurance | Cincinnati | OH | 09/2023 | 07/2024 |
| The Randolph Company | Cincinnati | OH | 02/2025 | Present |
Wilson Private Capital, LLC. Yes Investment Related; 7870 East Kemper Rd., Suite 430, Cincinnati, OH 45249; Insurance Sales; Start Date 07/2024; Approximately 4 hours per month. Paid commission for insurance products sold. Commission rates vary by carrier and product type. Licensed for Life, Accident, and Health. Greenacres Foundation; Board Treasurer; Not Investment Related; 8255 Spooky Hollow Rd Cincinnati OH 45242; Greenacres will always reflect the style and grace of Louis and Louise Nippert to preserve nature, history, and culture through education, conservation, and artistic expression; Work with CFO on ensuring budget stays aligned; Start date: 2021-06-01; 3 Hours per month 1 of which during trading hours; Website address: green-acres.org. L.I.F.E. Foundation; Board Secretary; Not Investment Related; 4200 Malsbary Rd Cincinnati OH 45242; Non- profit supporting brain research; Act as executive director for organization, coordinate grants with recipients, monitor website and email account.; Start date: 2020-01-01; 4 Hours per month 2 of which during trading hours; Website address: https://life-brainhealth.org/. Breakthrough Cincinnati; Board Member; Not Investment Related; 6905 Given Rd. Cincinnati OH 45243; Empowering students, inspiring educators, advancing equity and education in Cincinnati; Help expand the mission and vision of the organization.; Start date: 2025-04-17; 3 Hours per month 1 of which during trading hours; Website address: https://www.breakthroughcincinnati.org/about/missionandimpact. L&L Nippert Charitable; Board Member; Not Investment Related; 10653 Techwoods Circle Suite 101 Blue Ash OH 45242; It is a non-profit that issues grants to 501C3 organizations in the greater Cincinnati area.; Start date: 2025-12-11; 1 Hours per month 0 of which during trading hours; Website address: https://lnlcharitable.org/; Wile Holdings, LLC; Member; Investment Related; 8225 Spooky Hollow Rd Cincinnati OH 45242; This is a Holdings company; Responsibility includes meeting with other members annually to review the investments within the LLC.; Start date: 2022-11-01; 2 Hours per month 1 of which during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-17 |
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