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Christian A. Gilbert

Mccarthy Wealth & Tax Advisors

Springboro, OH

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Current Employers
Mccarthy Wealth & Tax Advisors

115 South Main Street, Springboro, OH 45066 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2008-02-21
  • OH RA
    APPROVED
    Since 2008-02-21

Branch Locations

115 South Main Street, Springboro, OH 45066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mccarthy Tax Services, Llc Springboro OH 09/2006 Present
Wealth Advisors, Llc Springboro OH 09/2006 Present
  • 09/2006 → Present
    Mccarthy Tax Services, Llc
    Springboro, OH
  • 09/2006 → Present
    Wealth Advisors, Llc
    Springboro, OH
Other Businesses

EMPLOYEE FOR MCCARTHY TAX SERVICES, LLC AS AN OFFICE ASSISTANT. 80 HOURS MONTH. ASSISTANT WITH FILING, TAX PREPARATION AND ADMINISTRATIVE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-02
  • S66 Uniform Combined State Law Examination
    2008-01-02
Designations
Other Names
  • Christi Gilbert
  • Christian Autumn Gilbert
  • Christi Mouser
  • Christian Gilbert
  • Christian Autumn Mouser

View on SEC IAPD

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FINANCIAL COUNSELING, INC. · SPRINGBORO, OH
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