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308 E 8Th Street Suite 300, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-10-23 |
Branch Locations
308 E 8Th Street Suite 300, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Cincinnati | OH | 07/2002 | Present |
| Fifth Third Securities | Cincinnati | OH | 11/2005 | 09/2016 |
| Wealthquest Corporation | Cincinnati | OH | 01/2017 | 07/2018 |
| Benchmark Investment Advisors | Chicago | IL | 07/2018 | Present |
1. Stepping Stones, Board of Trustees. Not investment related. January 2016-present. 5650 Given Road Cincinnati, OH 45243 2. RISK MANAGEMENT ASSOCIATION -NOT INVESTMENT RELATED - 1801 MARKET ST - PHILADELPHIA, PA 19103 - 2005 to present NOT-FOR-PROFIT MEMBER-DRIVEN PROFESSIONAL ASSOCIATION - INSTRUCTOR - 2 HRS/MO - WILL NOT INTERFERE WITH DUTIES AT FIRM - TEACH LENDING TO WEALTHY INDIVIDUAL CLIENTS 3. Back2Back Ministries - Mission Trip Coordinator - Not investment related. 2013 - present. 8118 Corporate Way #103, Mason Ohio 45040 4. Citylink - Instructor - Not investment related. June 2015 - present. 800 Bank Street Cincinnati, OH 45214. 5. Maketewah Country Club. Member. Not investment related. 2014 to present. 5401 Reading Road Cincinnati, Oh 45237 6. Insurance sales. Loveland, OH 7. The Evan McPherson Foundation, Inc. Non-profit organization Consult the organization on operations, events and financial matters Officer 2 hours per month not investment related since 01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-31 |
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