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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-23 |
Branch Locations
4755 Cornell Road, Cincinnati, OH 45241 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Cincinnati | OH | 07/2013 | 02/2018 |
| Schulte & Uhrig Cpas | Cincinnati | OH | 01/2014 | 01/2017 |
| Brass Tax Wealth Management, Inc. | Blue Ash | OH | 11/2016 | 12/2025 |
| Schulte & Uhrig Cpas | Cincinnati | OH | 01/2017 | 09/2025 |
| Lpl Financial Llc | Blue Ash | OH | 02/2018 | 09/2025 |
| Lnco Llc | Cincinnati | OH | 04/2017 | 09/2023 |
| Waverly Advisors, Llc | Birmingham | AL | 09/2025 | Present |
THE NEXT ADVENTUROUS CHILD LLC - Not Investment Related - 4871 DUCK CREEK ROAD CINCINNATI OH 45227 - Other-Reps Business - Owner - Started 01/31/2019 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-12 |
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