Hannah Jill Cash

50 Rockefeller Plaza, New York, NY 10020 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APP_PEND_IARCE	2026-01-01

Branch Locations

St. Petersburg, FL • United States

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

Organization	City	State	From	To
Denali Wealth Management Advisors, Llc	Indianapolis	IN	01/2016	07/2017
Lawrence Financial Planning, Llc	Tampa	FL	08/2017	03/2018
Charles Schwab	Indianapolis	IN	04/2018	04/2019
Bkd Wealth Advisors	Indianapolis	IN	04/2019	09/2019
Charles Schwab & Co., Inc.	St. Petersburg	FL	09/2019	11/2020
Charles Schwab Bank	St. Petersburg	FL	09/2019	11/2020
Oxford Financial Group, Ltd	Carmel	IN	12/2020	03/2025
Citrin Cooperman Wealth Management, Llc	New York	NY	11/2025	Present
Orba Wealth Advisors, Llc	Chicago	IL	03/2025	10/2025

2021-01-19 → 2025-03-17

Oxford Financial Group, Ltd

Carmel, IN

Pinellas Park, FL

St. Petersburg, FL
2019-10-21 → 2020-11-26

Charles Schwab & Co., Inc.

St. Petersburg, FL
2019-04-23 → 2019-10-16

Forvis Mazars Wealth Advisors, Llc

Springfield, MO

Indianapolis, IN
2018-04-24 → 2019-04-03

Charles Schwab & Co., Inc.

Indianapolis, IN
2017-08-29 → 2018-03-12

Lawrence Financial Planning, Llc

Tampa, FL
2016-06-13 → 2017-07-24

Denali Wealth Management Advisors, Llc

Indianapolis, IN

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2018-05-30
S65	Uniform Investment Adviser Law Examination	2016-06-13

Other Firms