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115 South Main Street, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-27 |
| OH | RA | APPROVED | 2005-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Advisors, Llc | Springboro | OH | 07/2005 | Present |
PREMIER FINANCIAL SOLUTIONS, 4633 PRESIDENTIAL WAY, KETTERING, OH 45429. INV REL. INSURANCE. FINANCIAL PLANNER. 6/02-PRES. ALL HOURS DUR TRDNG. ADVISOR.*MCCARTHY TAX SVC, 115 S MAIN ST, SPRINGBORO, OH. NOT INV REL. TAX PREP. PARTNER. 11/1/03-PRES. 20 HR/MO DUR TRDNG. TAX PREPARER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-29 |
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