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Current Employers
Journey Advisory Group, Llc

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-01-05
  • OH RA
    APPROVED
    Since 2023-01-05

Branch Locations

Mentor, OH • United States

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • 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
Tw Advisors Centerville OH 11/2013 01/2023
Journey Advisory Group Covington KY 01/2023 Present
  • 11/2013 → 01/2023
    Tw Advisors
    Centerville, OH
  • 01/2023 → Present
    Journey Advisory Group
    Covington, KY
Previous Registrations
  • 2014-11-07 → 2023-01-05
    Tw Advisors
    Mentor, OH
    Centerville, OH
  • 2003-09-04 → 2007-02-15
    Keybanc Capital Markets Inc.
    Cleveland, OH
    Pepper Pike, OH
    Pepper Pike, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-06
  • S66 Uniform Combined State Law Examination
    2003-02-06

View on SEC IAPD

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