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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-03 |
| TX | RA | APPROVED | 2022-05-02 |
Branch Locations
10300 Alliance Road, Suite 100, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Capital Advisors, Inc. | Cincinnati | OH | 09/1997 | 08/2022 |
| Stratos Wealth Advisors, Llc | Cincinnati | OH | 05/2022 | Present |
05/02/2022 - DBA - Retirement Corporation of America. Investment Related. Address of record. President. 160 hours per month, 130 hours during securities trading hours. 07/01/2024. Insurance through Vanbridge Insurance. Not investment related. Cincinnati, OH. Insurance. Agent. 2 hours per month during securities trading hours. Sale and service of fixed annuities and Life Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-19 |
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