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333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-23 |
Branch Locations
8370 E Kemper Rd, Cincinnati, OH 45249 • United States
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Planning Corporation | Cincinnati | OH | 01/2011 | 02/2026 |
| Mcf Advisors, Llc | Cincinnati | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-10 |
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