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314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-31 |
| AL | RA | APPROVED | 2020-07-15 |
Branch Locations
314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aptus Capital Advisors, Llc | Fairhope | AL | 07/2020 | Present |
| Driehaus Capital Advisors | Chicago | IL | 05/2019 | 10/2019 |
| Opus Capital Advisors | Cincinnati | OH | 06/2014 | 04/2019 |
| Environ Capital Management | Cincinnati | OH | 12/2019 | 06/2020 |
1. Ault Park Advisory Council (Not Investment Related) (a) 950 Eden Park Drive, Cincinnati, OH 45208 (b) APAC is an independent non-profit organization run by a group of neighborhood volunteers who are interested in preserving and improving Ault Park and encouraging its use by the public (c) I maintain the park's finances and leader of trail maintenance.(d) Position: Trustee (e) Start: 01/01/2015 (f) 10 hours a month 2. Wagner Stables (Not Investment Related)(a) 2921 Utopia Place, Cincinnati, OH 45208 (b) Wagner Stables is an LLC that owns racehorses and is really good at not making money. This is just a personal hobby for my sister and myself - split ownership 50%/50%.(c) Chief Horse Officer (d) Start: 03/01/2017 (e) 3 hours/month
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