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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-06-17 |
Branch Locations
600 West Market St, Baltimore, OH 43017 • United States
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
5650 Blazer Parkway, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Entingh Financial Services | Baltimore | OH | 01/2004 | Present |
| Iams Wealth Management | Elkhorn | NE | 06/2020 | Present |
ENTINGH FINANCIAL SERVICES; 5650 BLAZER PARKWAY, DUBLIN, OH 43017; 600 West Market St. Baltimore, OH 43017 INVESTMENT RELATED; 25 HOURS PER WEEK; START DATE 01/2004; 4-5 HOURS DURING TRADING HOUR; LIFE, HEALTH, LONG-TERM CARE, AND ANNUTIES. Outsourced estate planning services through EncorEstate Plans (Encore), Dublin, OH/Baltimore, OH; 03/2026; Non-Investment Related; Works with client to help gather client information and decisions in EncorEstate Plans software and will help navigate through the software, general estate and tax guidance; 10 hours/month with approx. 5 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-12 |
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