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9435 Waterstone Blvd Suite 140-90, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-21 |
| OH | RA | APPROVED | 2022-10-26 |
Branch Locations
9435 Waterstone Blvd Suite 140-90, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truepoint Wealth Counsel | Cincinnati | OH | 10/2013 | 02/2021 |
| Madison Wealth Management | Cincinnati | OH | 02/2021 | 09/2022 |
| F2 Wealth Llc | Cincinnati | OH | 09/2022 | Present |
Eric Ross, CFP® is an Investor at Mirken S I and Mirken S II. He generally doesn't devote time to this activity during trading hours. Eric Ross, CFP® provides strategic and operational consulting services via project-based engagements to other investment advisors. He generally devotes less than 10% of his time to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-06 |
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