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4520 Cooper Road Suite 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-20 |
Branch Locations
4520 Cooper Road Suite 201, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Cincinnati | OH | 11/2005 | 02/2025 |
| Fountain Square Asset Management | Cincinnatti | OH | 07/2021 | Present |
| Cetera Wealth Services, Llc | Cincinnati | OH | 02/2025 | Present |
1) ANGELO A MANCINI JR; Investment Related; Cincinnati, OH 45242; Investment Advisor and Insurance agent; Start Date11/2005; 5 hours per month; I provide life and annuity insurance products. >> 2) FOUNTAIN SQUARE ASSET MANAGEMENT; Investment Related; SAME AS REGISTERED LOCATION,; RIA; Investment Advisor/Partner; Start Date 07/2021; 160 hours per month with the majority of those hours per month occurring during trading hours; Provide investment advisory services. >>
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-26 |
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