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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-20 |
Branch Locations
14 S Paint St Suite 10, Chillicothe, OH 45601 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Chillicothe | OH | 04/2013 | 01/2020 |
| Lcnb National Bank | Chillicothe | OH | 04/2013 | 01/2019 |
| Securities America, Inc. | Chillicothe | OH | 01/2020 | 06/2024 |
| Securities America Advisors | Chillicothe | OH | 01/2020 | 06/2024 |
| Osaic Wealth, Inc. | Chillicothe | OH | 06/2024 | 02/2025 |
| Osaic Wealth, Inc. | Chillicothe | OH | 06/2024 | 02/2025 |
| Creative Visuals Llc | Chillicothe | OH | 06/2019 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
| Legal Shield | Chillicothe | OH | 02/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2008; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: WITTY LAND COMPANY LLC; INVESTMENT RELATED: NO; ADDRESS: CHILLICOTHE, OH 45601; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 3. NAME OF OTHER BUSINESS: CREATIVE VISUALS LLC; INVESTMENT RELATED: NO; ADDRESS: CHILLICOTHE, OH 45601; NATURE OF BUSINESS: PHOTOGRAPHY BUSINESS; START DATE: 06/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PHOTOGRAPHY AND VIDEO; 4. NAME OF OTHER BUSINESS: 2020 WEALTH ADVISORS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: CEO; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: SECURITIES-RELATED DBA; 5.NAME OF OTHER BUSINESS: LEGAL SHIELD INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PRE-PAID LEGAL SERVICES START DATE: 2/18/26 POSITION/TITLE/RELATIONSHIP: ASSOCIATE APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OFFERING MEMBERSHIPS TO THIS SERVICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-11 |
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