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Benjamin Robert Grossheim

Family Wealth Advisory Group, LLC

Cincinnati, OH

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Current Employers
Family Wealth Advisory Group, Llc

7359 East Kemper Road Suite A, Cincinnati, OH 45249 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-10-26
  • OH RA
    APPROVED
    Since 2022-10-26

Branch Locations

7359 East Kemper Road Suite A, Cincinnati, OH 45249 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Family Wealth Advisory Group Cincinnati OH 06/2017 01/2021
H&R Block Blue Ash OH 01/2021 04/2021
Cleardefense Pest Control Cincinnati OH 05/2019 08/2019
Fridge & Pantry Oxford OH 08/2019 03/2020
Fidelity Investments Covington KY 06/2021 08/2022
Miami University Oxford OH 08/2017 05/2021
Sycamore High School Cincinnati OH 06/2013 05/2017
Family Wealth Advisory Group, Llc Cincinnati OH 09/2022 Present
  • 06/2017 → 01/2021
    Family Wealth Advisory Group
    Cincinnati, OH
  • 01/2021 → 04/2021
    H&R Block
    Blue Ash, OH
  • 05/2019 → 08/2019
    Cleardefense Pest Control
    Cincinnati, OH
  • 08/2019 → 03/2020
    Fridge & Pantry
    Oxford, OH
  • 06/2021 → 08/2022
    Fidelity Investments
    Covington, KY
  • 08/2017 → 05/2021
    Miami University
    Oxford, OH
  • 06/2013 → 05/2017
    Sycamore High School
    Cincinnati, OH
  • 09/2022 → Present
    Family Wealth Advisory Group, Llc
    Cincinnati, OH
Previous Registrations
  • 2021-11-03 → 2022-08-17
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-14
  • S66 Uniform Combined State Law Examination
    2021-10-14
Other Names
  • Benjamin Robert Grossheim
  • Ben Grossheim
  • Benjamin Grossheim

View on SEC IAPD

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FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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