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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-05 |
| OH | RA | APPROVED | 2025-09-05 |
Branch Locations
3955 Alexandria Pike Suite D, Cold Spring, KY 41076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Refund Place | Cincinnati | OH | 01/2011 | Present |
| Main City Tax | Cincinnati | OH | 01/2011 | Present |
| Avantax Investment Services, Inc. | Cincinnati | OH | 06/2012 | 09/2025 |
| Avantax Advisory Services | Cincinnati | OH | 01/2014 | 09/2025 |
| Avantax Insurance Agency, Inc. | Cincinnati | OH | 08/2016 | 09/2025 |
| Landlord | Cincinnati | OH | 07/2019 | Present |
| Hicks & Mann | Cincinnati | OH | 09/2013 | Present |
| Cetera Wealth Services, Llc | Cold Spring | KY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) HICKS & MANN~'NIR'~1335 MAIN ST~CINCINNATI~OH~45202~Accounting Services/Tax Preparation~Owner~9/1/2013~160hrs~5hrs~I spend my time managing the company books, assisting clients with their financial situations, and making sure the business is running smoothly.|The Goat Bar & Grill LLC~'NIR'~5880 Cheviot Rd~Cincinnati~OH~45247~Other~Owner~6/30/2017~10hrs~0hrs~My duties include general over sight and accounting for the business. I am mostly a passive owner.|Landlord~'NIR'~Multiple~Cincinnati~OH~45202~Rental Property~Owner~7/1/2019~10hrs~0hrs~landlord| 2) HICKS & MANN WEALTH MANAGEMENT LLC POSITION: PARTNER NATURE: FINANCIAL PLANNING/TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2013 ADDRESS: 1335 MAIN ST, CINCINNATI OH 45202, United States DESCRIPTION: I spend my time managing the company books, assisting clients with their financial situations, and making sure the business is running smoothly. 3)Landlord; Owner; Rental Property; IR; 0; 07/01/2019; Multiple Cincinnati OH 45202; landlord 4)The Goat Bar & Grill LLC; Accountant/Bookkeeper; restaurant; NIR; 0; 06/30/2017; 5880 Cheviot Rd Cincinnati OH 45247; My duties include general over sight and accounting for the business. I am mostly a passive owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-29 |
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