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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-24 |
Branch Locations
West Chester, OH • United States
8044 Montgomery Road Suite 580, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Cincinnati | OH | 12/2008 | 01/2025 |
| Osaic Wealth, Inc. | Cincinnati | OH | 01/2025 | Present |
1) MICHAEL KLABER 8044 MONTGOMERY ROAD, SUITE 450 CINCINNATI, OH 45236 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY, TRADITIONAL LIFE, AND LONG-TERM CARE INSURANCE. START DATE: 01/01/2005 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) POA GODFREY KLABER AND ALICE KLABER POSITION: POA NATURE: none. Acting as POA for parents on brokerage accounts. Non-compensation position where I am not the agent of record. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/14/2025 ADDRESS: 7225 Adena Hills Court, West Chester OH 45069, United States DESCRIPTION: Acting as POA for my parents' investment accounts. Transferring funds from IRAs for RMDs, Selling positions. Paying bills that accrue.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-08 |
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