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8500 Normandale Lake Blvd Suite 960, Minneapolis, MN 55437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-04-24 |
Branch Locations
7924 Jessies Way Suite A, Hamilton, OH 45011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John D. Dovich & Associates, Llc | Cincinnati | OH | 06/2014 | 01/2017 |
| Simply Money Advisors | Cincinnati | OH | 01/2017 | 10/2017 |
| Redhawk Wealth Advisors | Minneapolis | MN | 04/2018 | Present |
| K&A Wealth Advisors | Hamilton | OH | 11/2017 | Present |
K&A Wealth Advisors; Investment-related; 7924 Jessies Way, Hamilton, OH 45011; Write insurance business as the need arises through general financial planning; Financial advisor; start date 11/6/2018; Less than 5 hours per month during trading hours devoted to this OBA. 5/10/2021: Client Education Analyst; independent contractor offering client education to Altair Group clients. 7696 Legendary Ln, West Chester, OH 45069. Spends 60 hours/month; outside trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-02 |
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