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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-25 |
| TX | RA | APPROVED | 2024-05-24 |
Branch Locations
10 E. Sharon Road, Cincinnati, OH 45246 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Cincinnati | OH | 06/2007 | 05/2020 |
| Bradley Scott Weeks | Cincinnati | OH | 06/2014 | 05/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2015 | 05/2020 |
| Timothy C Miller | Cincinnati | OH | 11/2016 | 12/2018 |
| Beshear Dno Inc | Cincinnati | OH | 02/2020 | 05/2020 |
| Wealthquest Corporation | Cincinnati | OH | 08/2020 | 06/2022 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2022 | 05/2024 |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2023 | 05/2024 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 05/2024 | Present |
| Retirement Matters (D.b.a. For Advisory Business) | Cincinnati | OH | 06/2022 | Present |
(1) Charles Ehrenfried is the Owner of Retirement Matters, LLC which is the operating entity for Mr. Ehrenfried's advisory and insurance business. Mr. Ehrenfried spends approximately forty hours per week during trading hours working under this entity. (2) Mr. Ehrenfried is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Ehrenfried spends approx. 10 hrs/week during trading hours on this activity. (3) Charles Ehrenfried is the Secretary for the Eckert Woods Home Owners Association. Mr Ehrenfried spends approximately one hour per month on this activity during non-trading hours. This is not an investment related activity. (4) Charles Ehrenfried works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Ehrenfried conducts several seminars per month to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-03 |
| S66 | Uniform Combined State Law Examination | 2011-01-07 |
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