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2500 Stratacache Tower 40 N Main St., Dayton, OH 45423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-02-16 |
Branch Locations
2500 Stratacache Tower 40 N Main St., Dayton, OH 45423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cutter & Company, Inc. D/B/A Anderson Financial Strategies, Llc | Ballwin | MO | 10/2012 | 03/2017 |
| Wright State University | Dayton | OH | 01/2009 | Present |
| Anderson Financial Strategies, Llc | Dayton | OH | 10/2012 | Present |
| United Planners Financial Services Of America | Scottsdale | AZ | 03/2018 | 05/2019 |
| Kier Educational Resources | Middletown | OH | 10/2015 | 12/2019 |
| Rental Properties | Fairborn | OH | 07/2010 | 09/2021 |
| Cfa Society Dayton | Dayton | OH | 10/2012 | Present |
1) WRIGHT STATE UNIVERSITY - ADJUNCT PROFESSOR - TEACHING/COACHING - DAYTON, OH - SINCE 01/2009 - NOT INVESTMENT RELATED 2) CFA SOCIETY DAYTON - PRESIDENT - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - DAYTON, OH - SINCE 10/2012 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-25 |
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