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550 S. Main Street, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-15 |
| MI | RA | APPROVED | 2025-10-06 |
| AL | RA | APPROVED | 2025-10-02 |
| FL | RA | APPROVED | 2018-07-18 |
| IN | RA | APPROVED | 2018-05-03 |
| CA | RA | APPROVED | 2018-04-06 |
| OH | RA | APPROVED | 2017-04-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Springboro | OH | 10/2015 | 03/2017 |
| Midwestern Wealth Management | Springboro | OH | 03/2016 | Present |
| Boilermaker Wealth Management Llc | Springboro | OH | 09/2015 | Present |
| Station 1919, Llc | Springboro | OH | 04/2016 | 11/2016 |
| Bond-Tech, Inc. | Springboro | OH | 08/2016 | 12/2022 |
| Harbor Financial Services, Llc | Springboro | OH | 03/2017 | 02/2018 |
| Midwestern Insurance Management, Llc | Springboro | OH | 11/2016 | Present |
| Invest Capital Partners | Springboro | OH | 04/2017 | Present |
| Main Street Not Wall Street | Springboro | OH | 05/2018 | 02/2019 |
| L.M. Kohn & Company | Cincinnati | OH | 01/2019 | 07/2022 |
(1) MIDWESTERN WEALTH MANAGEMENT, WWW.MWMRJ.COM. INVESTMENT AND ADVISORY RELATED SUPPORT COMPANY/DBA (OWNER), STARTED 10/2015, SPRINGBORO, OH, ADMINISTRATIVE DUTIES, 4 HOURS DEVOTED/MONTH, 0 DURING TRADING. (2) BOILERMAKER WEALTH MANAGEMENT, LLC, NON-INVESTMENT RELATED REAL ESTATE HOLDING COMPANY FOR Office space, STARTED 9/2015, SPRINGBORO, OH, SOLE MANAGING MEMBER/OWNER, PAY BILLS ASSOCIATED WITH THE BUILDING, 8 HOURS DEVOTED/MONTH, 0 DURING TRADING HOURS. (3) Midwestern Insurance Management. INVESTMENT RELATED. STARTED:09/2016. SPRINGBORO, OH. SOLE MANAGING MEMBER/OWNER. 10 HRS PER MONTH, 2 DURING TRADING HRS. Insurance Agency to sell Health, Life, Property and Casualty Insurance. (4) Invest Capital Partners, Co, Investment-Related, 4/2017; 550 S. Main Street, Springboro, OH 45066. Registered Investment Advisor, CEO/Investment Advisor Representative, 120 hours/month, 110 during trading hours. Financial Planning and account management. (5) Riverview Accounting & Advisory, Co., Not Investment Related, 9/2024; 7185 Liberty Centre Dr., Ste. F, West Chester Township, OH 45069, Tax Advisor. 20 hours/month; 0 during trading hours, Enrolled Agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-17 |
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