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50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-08-07 |
Branch Locations
50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services | Montpelier | VT | 02/2000 | Present |
| Wealthquest Corporation | Cincinnati | OH | 08/2007 | Present |
*INSURANCE AGENT FOR SEVERAL INSURANCE COMPANIES FOR LIFE, HEALTH, DIS. AND LTC. 5 HR/MO DURING TRADING HOURS. 4/1/2000 to present. *S. P. KING RENTAL PROPERTY. OWNER. DUPLEX 3767 ANDREW AVE, CINCINNATI, OH, 45209. 9/1/2002 TO PRESENT. 5 HR/MO NOT DURING TRADING HOURS. *INSTRUCTOR FOR KAPLAN. TEACH CFP CURRICULUM. 2 HR/MO NOT DURING TRADING HOURS. 4/1/2014 TO PRESENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-05 |
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