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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-29 |
| OH | RA | APPROVED | 2012-08-15 |
Branch Locations
6490 Centerville Business Parkway, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Dayton | OH | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | Dayton | OH | 01/2012 | Present |
| Awesome Benefit Advisors | Sandy | UT | 05/2016 | 11/2017 |
| Jeffrey R Huber Properties Llc | Dayton | OH | 03/2021 | Present |
| Jeffrey R Huber Wealth Management Llc | Dayton | OH | 01/2020 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc JEFFREY R HUBER PROPERTIES LLC / INVESTMENT RELATED: YES / 1550 SPAULDING ROAD, DAYTON OH 45432 / PRESIDENT AND SOLE OWNER: REAL ESTATE PROPERTY / HOURS PER MONTH: 15 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICTIONS JEFFREY R HUBER WEALTH MANAGEMENT LLC / INVESTMENT RELATED: NO / 1550 SPAULDING ROAD, DAYTON OH 45432 / PRESIDENT: PASS THROUGH FOR TAXES / HOURS PER MONTH: 15 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICTIONS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-12-03 |
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