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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-03 |
Branch Locations
6478 Centerville Business Parkway, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David R Holtz-Holtz And Associates | Dayton | OH | 06/1988 | Present |
| Ffp Securities, Inc. | Dayton | OH | 06/2007 | Present |
| First Advisors, Inc. | Dayton | OH | 06/2007 | Present |
| Fsc Securities Corporation | Centerville | OH | 01/2014 | 11/2023 |
| Osaic Wealth, Inc. | Centerville | OH | 11/2023 | Present |
1. FIRST FINANCIAL ADVISORS POSITION: REP NATURE: TAX PREP INVESTMENT RELATED: NO NUMBER OF HOURS: 25 INVESTMENT RELATED HOURS: 20 START DATE: 01/01/2005 ADDRESS: 6478 CENTERVILLE BUSINESS PKWY, CENTERVILLE OH 45459 DESCRIPTION: DELIVERY AND EXPLANATION OF TAX RETURNS, MANAGEMENT OF TAX PREP. 2. FIRST FINANCIAL ADVISORS POSITION: REP NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 01/31/2014 ADDRESS: 6478 CENTERVILLE BUS. PKWY, CENTERVILLE OH 45459 DESCRIPTION: CLIENTS NOT CURRENTLY BEING RECOMMENDED FOR CORP RIA, NONE CURRENT
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