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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-03-14 |
Branch Locations
600 West Market St., Baltimore, OH 43017 • United States
5650 Blazer Parkway, Dublin, OH 43147 • United States
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Annuity Advisors Inc. | Baltimore | OH | 05/2001 | Present |
| Iams Wealth Management, Llc | Elkhorn | NE | 03/2017 | Present |
| Entingh Financial Services | Baltimore | OH | 01/2004 | Present |
ANNUITY ADVISORS INC. DBA: RETIREMENT RESOURCE GROUP.600 West Market St. Baltimore, OH 43017;5650 Blazer Parkway, Dublin, OH 43017 . PRESIDENT, SALES & MARKETING. OFFERING FIXED ANNUITIES & LIFE INSURANCE SINCE MAY 2001 ENTINGH FINANCIAL SERVICES; DUBLIN, OH/BALTIMORE, OH; PRESIDENT/OWNER; INVESTMENT RELATED; ANNUATIES AND LIFE INSURANCE PRODUCTS; 70 HRS PER MONTH; 30 DURING SECURITES TRADING HOURS; 2004 - PRESENT. Outsourced estate planning services through EncorEstate Plans (Encore), Dublin, OH/Baltimore, OH; 03/2026; Works with client to help gather client information and decisions in EncorEstate Plans software and will help navigate through the software, general estate and tax guidance; 10 hours/month with approx. 5 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-11 |
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