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7817 Cooper Road, Suite D, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-01-19 |
Branch Locations
7817 Cooper Road, Suite D, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network,Llc | Montgomery | OH | 05/2016 | 01/2018 |
| Future Financial Wealth Management | Cincinnati | OH | 01/2018 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2018 | Present |
1. Future Financial Wealth Management Group-Investment related-7817 Cooper Road, Suite D, Cincinnati, OH 45242-RIA-President/Owner-1/2018-160 hrs/mth-8 during trading hrs-Financial advice & portfolio management 2. Purshe Kaplan Sterling Investments; Broker Dealer Rep; Investment Related; 7817 Cooper Road, Suite D, Cincinnati, OH 45242; broker dealer rep that may make commission on transactions; Up to 40 hours per week during trading hours 3. Fixed Insurance. Non-Investment Related. 7817 Cooper Road, Suite D, Cincinnati, OH 45241. Fixed Life Insurance Agent. Start 3/2021. 2hrs/mo, during trading hours. Fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-21 |
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