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7777 Washington Village Dr. Suite 120, Dayton, OH 45459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| OH | RA | APPROVED | 2020-01-24 |
Branch Locations
7777 Washington Village Dr. Suite 120, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mv Services Llc | Dayton | OH | 09/2008 | 12/2017 |
| Culmen Real Estate Services, Inc. | Dayton | OH | 01/2018 | Present |
| Blake-Schutter Wealth Advisors Llc | Dayton | OH | 01/2018 | Present |
Miller-Valentine Partners Ltd. - Member and President / CIO avg. 600 hrs/yr MV Partners INV LLC - Member and President / CIO avg. 600 hrs/yr Mid-States Partners LLC - Member and President / CIO avg. 600 hrs/yr Culmen Real Estate Services, Inc. - Officer and Employee Culmen Real Estate Services, Inc. 401(k) Profit Sharing Plan, Administrator. 2 Hours per month, 0 during trading hours No Comp. Greene County Community Foundation - Board & Finance Committee Member 2 hr/month - No comp. Goodwill Easter Seals Miami Valley - Board Member - 2 hr/month - No comp. Centerville Baseball League Inc - Treasurer - 4 hr/month - No Comp. University of Dayton Davis Center for Portfolio Mgmt.- Advisory Board Member; no comp. MVP LTD Securities LLC- President & CIO; 15 hours per month during trading hours. Equity Incentives are received. Jeremias A Andrews Rev Ret Trust; Trustee; not a beneficiary of account- January 2017 to present Blake Schutter Wealth 401(k) and PSP. Administrative trustee. unpaid position no hours during trading James Miller Insurance Trust, Trustee. 1 Hour/month during trading hours. No compensation Albert F. Schneider Insurance trust, Trustee, 1 Hour per month during trading hours. No Compensation MVCH, LTD, 50% partner Passive activity, No duties James Miller Insurance Trust II, Trustee. 1 Hour/month during trading hours. No compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-19 |
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