Craig Lipniskis

Current Employers

Employment History

• 09/2004 → 09/2017
  Fidelity Brokerage Services, Llc
  Blue Ash, OH
• 01/2018 → 07/2019
  Horter Investment Management
  Cincinnati, OH
• 09/2015 → 08/2019
  Destin Flyers Llc And Destin Flyers Ohio Llc
  West Chester, OH
• 08/2019 → 02/2020
  Fidelity Brokerage Services, Llc
  Covington, KY
• 12/2020 → 02/2025
  Lpl Financial, Llc
  West Chester, OH
• 03/2020 → 11/2020
  Horter Investment Management
  Cincinnati, OH
• 12/2020 → 01/2025
  Private Advisor Group, Llc
  West Chester, OH
• 02/2025 → Present
  United Advisors Group Dba Pqx Planning & Wealth Management
  West Chester, OH

Previous Registrations

• 2021-01-04 → 2025-01-23
  Private Advisor Group, Llc
  Morristown, NJ
  West Chester, OH
• 2018-01-29 → 2019-07-01
  Horter Investment Management, Llc
  Cincinnati, OH
• 2007-07-11 → 2017-09-06
  Strategic Advisers Llc
  Covington, KY

Other Businesses

1) 07/2015 - Real Estate Investment Properties - Destin Flyers Ohio, LLC - Not investment related - 5934 Taylor Ridge Dr., West Chester, OH 45069 - Manager property managers, 6-8 hours per month. 2) Insurance, Investment-related, Orcutt Financial 936 Main Street Milford, OH 45150, Independent RIA, 11/2025, 2-10 hours/monthly. 0-1 hour/monthly during trading hours. Implement insurance solutions when appropriate as part of comprehensive planning.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-04
• S63 Uniform Securities Agent State Law Examination
  2004-11-30

Designations