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5506 Irwin Simpson Road, Mason, OH 45040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Mason | OH | 04/2015 | 06/2024 |
| Securities America Advisors, Inc. | Mason | OH | 07/2017 | 06/2024 |
| Retire Right Wealth Management, Llc | Mason | OH | 09/2021 | Present |
| Retire Right Wealth Management, Llc | Mason | OH | 05/2024 | Present |
| Five Star Tax Solutions, Llc | Mason | OH | 03/2025 | Present |
| Five Star Insurance Solutions, Llc | Mason | OH | 05/2005 | Present |
| Five Star Estate Planning, Llc | Mason | OH | 04/2025 | Present |
FIVE STAR INSURANCE SOLUTIONS, LLC; INVESTMNET RELATED; OWNER/INSURNACE AGENT; 05/2005; MASON, OH; INSURNACE AND ANNUITY PRODUCT SALES; 10 HRS/MONTH DEVOTED TO ACTIVITY INCLUDING DURING MARKET HOURS. FIVE STAR TAX SOLUTIONS, LLC; NON-INVESTMENT RELATED; OWNER/TAX PREPARER; 03/2025; MASON, OH; TAX PREPARATION SERVICES; 10 HRS/MONTH DEVOTED TO ACTIVITY. FIVE STAR ESTATE PLANNING, LLC; NON-INVESTMENT RELATED; MANAGING MEMBER; 04/2025; MASON, OH; ESTATE PLANNING SERVICES; 8HRS/MONTH DEVOTED TO ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-21 |
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