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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-04 |
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
901 Adams Crossing Fl 1, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John D. Dovich & Associates, Llc | Cincinnati | OH | 08/2012 | 02/2019 |
| 9258 Wealth Management | Blue Ash | OH | 02/2019 | 05/2024 |
| Avantax Advisory Services | Cincinnati | OH | 05/2024 | 06/2025 |
| Concentric Wealth Management | Cincinatti | OH | 05/2024 | Present |
| Lpl Financial, Llc | Cincinnati | OH | 06/2025 | Present |
1. 06/03/2025 - Concentric Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2017 - 160 Hrs/Mth - 8 Hrs During Trading 2. 02/06/2026 - Burke CPAs and Advisors - Tax Prep/Accounting/CPA - Senior Tax Manager - Investment Related - At Reported Business Location(s) - Start Date 05/01/2024 - 20 hours per month/ during trading
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