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9110 Montgomery Rd., Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Cincinnati | OH | 06/2015 | 06/2021 |
| Heritage Wealth Management | Cincinnati | OH | 06/2021 | Present |
1. Tall Oaks LLC Address: Cincinnati, OH Nature of the Business: Rental Real Estate Position/Title: Proprietor/Owner Investment Related: No Start Date: 02/01/2016 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Own a single family home in Dupont,, IN for rental income 2. HWM Properties LLC Address: Cincinnati, OH Nature of the Business: Rental Real Estate Position/Title: Proprietor/Owner Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Responsible for overall management of rental property. 3. Four Walls LLC Address: Cincinnati, OH Nature of the Business: Rental Real Estate Position/Title: Proprietor/Owner Investment Related: No Start Date: 09/27/2023 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Responsible for overall management of rental property. 4. Cincinnati Challenge Ranch Address: Cincinnati, OH Nature of the Business: Charitable Organization Position/Title: President of Board Investment Related: No Start Date: 06/01/2001 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Charitable Organization 5. Sustainable Medical Missions. Address: Cincinnati, OH Nature of the Business: Charitable Organization Position/Title: Treasurer and Board Member Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Charitable Organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-05-29 |
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