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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-12-21 |
Branch Locations
5995 Fairfield Road Suite 5, Oxford, OH 45056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bennett Financial Advisors, Llc | Oxford | OH | 04/2003 | 12/2019 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2012 | Present |
| Cetera Investment Advisers | Schaumburg | IL | 12/2012 | Present |
| Artisan Square Financial Group | Oxford | OH | 03/2017 | Present |
| Ridge Haven Wealth Planning | Oxford | OH | 02/2026 | Present |
1) ARTISAN SQUARE FINANCIAL GROUP, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 3/2017, REPRESENTITIVE, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES: 2) NAME OF OTHER BUSINESS: RIDGE HAVEN WEALTH PLANNING; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-05 |
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