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117 East Fourth Street, Covington, KY 41011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-09-01 |
Branch Locations
200 Northland Blvd, Cincinnati, OH 45246 • United States
117 East Fourth Street, Covington, KY 41011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scroggins Grear, Inc. | Cincinnati | OH | 10/1997 | Present |
| Triad Advisors | Norcross | GA | 08/2011 | 12/2021 |
| Legacy Financial Advisors, Inc | Covington | KY | 06/2006 | Present |
ScrogginsGrear, Inc 200 NORTHLAND BLVD. CINCINNATI, OH 45246 CONSULTING AND CERTIFIED PUBLIC ACCOUNTING (CPA) FIRM, NOT INVESTMENT RELATED POSITION: OWNER/OFFICER/EMPLOYEE START DATE: 10/1997 MONTHLY HOURS DEVOTED: 170 MONTHLY HOURS DURING TRADING HOURS: 170 DUTIES: CONSULTING SERVICES, MANAGEMENT, AND ADMINISTRATION. SCROGGINS FINANCIAL SERVICES, LLC A DBA OF LEGACY FINANCIAL ADVISORS; INSURANCE RELATED; POSITION: OWNER; APPROXIMATELY 5 HOURS PER MONTH SPENT IN THIS ACTIVITY; FEES & COMMISSIONS COMPENSATION. PROFESSIONAL MANAGEMENT CONSULTANTS ASSOCIATION; NO OWNERSHIP; LESS THAN 1 HOUR PER MONTH SPENT IN THIS ACTIVITY; NO COMPENSATION. TRI-COUNTY EQUIPMENT LEASING LLC; OFFICE EQUIPMENT LEASING; OWNER; ZERO HOURS SPENT IN ACTIVITY; METHOD OF COMPENSATION: PROFIT FROM ENTITY. NORTHLAND PROPERTIES, LLC; REAL ESTATE RENTAL; OWNER; LESS THAN 2 HOURS PER MONTH SPENT IN ACTIVITY; METHOD OF COMPENSATION: PROFIT FROM ENTITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-14 |
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