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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-24 |
Branch Locations
8044 Montgomery Road Suite 530, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Cincinnati | OH | 03/2008 | 01/2025 |
| Osaic Wealth, Inc. | Cincinnati | OH | 01/2025 | Present |
1) MICHAEL METZGER POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No HOURS PER MONTH: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2018 ADDRESS: 8044 Montgomery Road, Suite 350, Cincinnati, OH 45236 DESCRIPTION: Provide Notary Services 2) MICHAEL METZGER POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2021 ADDRESS: 8044 Montgomery Rd, Ste 530, Cincinnati, OH 45236 DESCRIPTION: Offer and Service Fixed insurance products such as fixed and indexed annuities, disability, long-term care and traditional life insurance. 3) TRI-STATE FINANCIAL GROUP POSITION: Advisor NATURE: Tri-State Financial Group is our marketing name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/24/2021 ADDRESS: 8044 Montgomery Rd, Suite 530, Cincinnati OH 45236, United States DESCRIPTION: Tri-State Financial Group is a marketing name.
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