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2722 Erie Ave Suite 219, Cincinnati, OH 45208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-02 |
Branch Locations
2722 Erie Ave Suite 219, Cincinnati, OH 45208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Defense | Wpafb - Dayton | OH | 04/2011 | 09/2025 |
| Innerworks Wealth Management Llc | Cincinnati | OH | 01/2026 | Present |
| Keller Williams Advisors | Dayton | OH | 11/2019 | Present |
| Bullseye Investment Management, Llc | Cincinnati | OH | 11/2020 | 12/2023 |
- Name of the other business: Keller Williams Advisors - Investment-related: No - Address: 5250 Far Hills Ave, Ste 100, Dayton OH 45429 - Nature of the other business: Real Estate Company - Position/title/duties: Realtor - State date: 11/2019 - Approximate number of hours/month: 10 - Number of hours/month during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
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