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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
211 Grandview Drive Suite 230A, Fort Mitchell, KY 41017 • United States
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 Financial Services Inc. | Harrison | OH | 03/2007 | 06/2018 |
| Mainsource Bank | Harrison | OH | 05/2007 | 04/2018 |
| U-Loc Storage | Portland | IN | 05/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Harrison | OH | 01/2009 | 06/2018 |
| First Financial Wealth Management | Harrison | OH | 04/2018 | 06/2018 |
| Lincoln Financial Securities, Inc. | Fort Mitchell | KY | 06/2018 | 01/2025 |
| Osaic Wealth, Inc. | Fort Mitchell | KY | 01/2025 | Present |
1. ROCK RIDGE PROPERTIES, LLC, 112 E PEARL STREET, PORTLAND, IN CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: CO-OWNER DUTIES: MAINTAIN PROPERTY AND COLLECT RENT FOR SELF-STORAGE UNITS START DATE: 3/2001 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 2. INMAN FINANCIAL SERVICES, LLC., 211 GRANDVIEW DRIVE, SUITE 230, FT MITCHELL, KY CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERS FIXED/INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 6 / 2 0 1 8 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 130 3. LINDLOFF WEALTH ADVISORS, 211 GRANDVIEW DR., STE 230, FT MITCHELL KY CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 01/2023 HOURS PER MONTH: 320 HOURS PER MONTH DURING TRADING HOURS: 140 4. LINDLOFF WEALTH ADVISORS POSITION: Advisor NATURE: conduct securities and insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 320 SECURITIES TRADING HOURS: 140 START DATE: 01/17/2023 ADDRESS: 211 Grandview Dr, Suite 230, Ft Mitchell KY 41017, United States DESCRIPTION: provide clients with services related to the securities and insurance business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-07 |
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