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8944 Blue Ash Road, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Procter & Gamble | Cincinnati | OH | 01/1995 | 08/2019 |
| Kellett Schaffner Wealth Advisors, Llc | Cincinnati | OH | 08/2019 | Present |
Modeira City School; Not investment related; 7465 Loannes Dr, Cincinnati OH, 45243; Basketball Coach; Started 01/2017; 10 hours per month ; no time during securities trading hours; Coach Modeira City School girl basketball team. Rental Real Estate, LLC; not investment related; 6032 Cherokee Dr, Cincinnati, OH 45243; rental property and management, tenant management, bookkeeping; partner; Started business in 2006; 2 hours per month; 1 hour during securities trading hours; manage rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-06 |
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