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Vincent Anthony Forte

Shawnee Investments & Planning

Cincinnati, OH

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Current Employers
Shawnee Investments & Planning

Cincinnati, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-05-15
  • OH RA
    APPROVED
    Since 2017-05-15

Branch Locations

Cincinnati, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
H.D. Vest Investment Services Cincinnati OH 03/2016 02/2017
Hd Vest Advisory Services Cincinnati OH 08/2016 02/2017
Shawnee Investments & Planning Llc Cincinnati OH 02/2017 Present
Concentric Wealth Management Llc Cincinnati OH 03/2016 02/2017
  • 03/2016 → 02/2017
    H.D. Vest Investment Services
    Cincinnati, OH
  • 08/2016 → 02/2017
    Hd Vest Advisory Services
    Cincinnati, OH
  • 02/2017 → Present
    Shawnee Investments & Planning Llc
    Cincinnati, OH
  • 03/2016 → 02/2017
    Concentric Wealth Management Llc
    Cincinnati, OH
Previous Registrations
  • 2016-08-04 → 2017-03-06
    Avantax Advisory Services
    Cincinnati, OH
Other Businesses

Mr. Forte maintains an insurance license for client advice and education but does not receive commissions or renewal payments for such services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-19
  • S66 Uniform Combined State Law Examination
    2016-05-19
Other Names
  • Vincent Forte

View on SEC IAPD

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