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323 Regency Ridge Dr., Centerville, OH 45459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-07 |
Branch Locations
323 Regency Ridge Dr., Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luxottica Retail | Mason | OH | 05/2011 | 08/2017 |
| Totes Isotoner | Cincinnati | OH | 08/2017 | 03/2020 |
| N/A | Na | OH | 04/2020 | 01/2021 |
| Fry Investment Advisors, Inc. | Centerville | OH | 01/2021 | Present |
name; Fry & Associates, CPAs, Inc investment-related; NO address; 323 Regency Ridge Dr. Dayton OH 45459 nature business; Fry & Associates, CPAs, Inc is an accounting firm that specializes in tax return preparation, tax planning, bookkeeping, payroll and financial planning position; Financial Advisor start date; 2025-03-01 hours/month devoted to business; 40 hours devoted to business during securities trading hours; 20 duties; Develop comprehensive financial plans that help clients meet their financial goals, offer guidance on investment portfolios, develop tax strategies to optimize financial situation, provide ongoing client support based on client's changing goals and circumstances
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-23 |
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