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4030 Smith Rd. Suite 200, Cincinnati, OH 45209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
4030 Smith Rd. Suite 200, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bradenton | FL | 07/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bradenton | FL | 11/2016 | 09/2018 |
| Eudaimonia Partners, Llc (D/B/A Ardor Wealth Management, Llc) | Sarasota | FL | 10/2018 | 11/2023 |
| Compass Securities Corporation | Braintree | MA | 10/2018 | 07/2019 |
| Crew Capital Management (D/B/A Ardor Wealth Management) | Cincinnati | OH | 11/2023 | Present |
| Ardor Private Wealth Management | Franklin | TN | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-13 |
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