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Joshua David Deeter

Deeter Advisory Group, LLC

Terrace Park, OH

CRD 4569370

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Employer firm

Deeter Advisory Group, LLC CRD 153818

$114M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Deeter Advisory Group, Llc

411 Terrace Place Suite 3, Terrace Park, OH 45174 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2010-06-09
  • OH RA
    APPROVED
    Since 2010-06-09

Branch Locations

411 Terrace Place Suite 3, Terrace Park, OH 45174 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deeter Advisory Group, Llc Terrace Park OH 06/2010 Present
Previous Registrations
  • 2006-02-10 → 2010-06-23
    David Bodnar Advisors Llc
    Cincinnati, OH
  • 2004-04-14 → 2007-04-02
    Advantage Capital Corporation
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

I AM THE THE BOARD OF MENS SOCIAL CLUB HERE IN CINCINNATI, CALLED GYRO.

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
MESSMER CAPITAL ADVISORS LLC
EQUITTA ADVISORS LLC

Nearby Investors

DAVID HILLIARD SATTERWHITE
MICHAEL J MESSMER
DANIEL PAUL MESSMER

Nearby Offices

LPL FINANCIAL LLC · TERRACE PARK, OH
MESSMER CAPITAL ADVISORS LLC · MILFORD, OH
EQUITTA ADVISORS LLC · MILFORD, OH

More in Terrace Park, OH

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