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10554 Success Lane Suite G, Centerville, OH 45458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-04 |
| MO | RA | APPROVED | 2021-12-20 |
| IA | RA | APPROVED | 2021-11-08 |
| TX | RA | APPROVED_RES | 2019-06-13 |
| OH | RA | APPROVED | 2017-04-07 |
Branch Locations
10554 Success Lane Suite G, Centerville, OH 45458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Miamisburg | OH | 08/2008 | 03/2017 |
| Zenith Advisory Group, Llc | Miamisburg | OH | 03/2017 | Present |
Real Estate Ownership; Commercial; Miamisburg, Ohio 45342/ Commercial; Miamisburg, OH 45342; Not Investment Related; Jan 2016. Business Ownership; CEA LLC; Owner; Real estate; 1-9 hours per month/ JGG 1 LLC; Owner; LLC for estate planning; Jan 2010; 0 hour per month/ JGG 2 LLC; owner; LLC for estate planning; Jan 2010; 0 hour per month/ CEA ALPHA LLC; Partner; Owner and leasing of space to Ameriprise P2 advisors; Springboro, OH 45066; Not Investment Related; April 2014; 1-9 hours per month; 0 during trading hours/ J&A Transatlantic; owner / manager; Consulting; Springboro, Ohio 45066; Not Investment Related; Sept 2015; 1-9 hours per month; 0 during trading hours/ CEA Beta LLC; Partner; Real Estate; Springboro Oh 45066; Not Investment Related; Jan 2016; 0 hour per month; 0 during trading hours. 1.Other Business Name: Independent Insurance Agent 2.Investment Related? Yes 3.Address of Other Business: 10554 Success Lane, Suite G, Centerville, OH 45458 4.Nature of Other Business: Life Insurance Sales 5.Position/Title/Relationship with Other Business: Insurance Agent 6.Start Date: 11/1999 7.Hours Per Month: 5 or Less 8.Market Hours Per Month: 5 or Less 9.Duties Related to Other Business: Taking and submitting insurance applications and servicing insurance clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-21 |
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