Robert Dorn Reichwein

50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-05-09

Branch Locations

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

Organization	City	State	From	To
Concourse Financial Group (Fka Proequities, Inc.)	Covington	KY	10/2019	01/2022
Protective Life	Covington	KY	10/2019	04/2024
The Christ Hospital	Cincinnati	OH	08/2015	08/2017
Lendkey Technologies	Cincinnati	OH	05/2017	12/2017
Fidelity Investments	Covington	KY	01/2018	08/2018
Cwc	Wyoming Ohio	OH	06/2019	09/2019
University Of Cincinnati (Ohio)	Cincinnati	OH	08/2015	05/2019
Investment Distributors, Inc.	Covington	KY	01/2022	11/2022
Wealthquest Corporation	Cincinnati	OH	04/2024	Present
Total Wealth Planning	Cincinnati	OH	11/2022	04/2024

10/2019 → 01/2022

Concourse Financial Group (Fka Proequities, Inc.)

Covington, KY
10/2019 → 04/2024

Protective Life

Covington, KY
08/2015 → 08/2017

The Christ Hospital

Cincinnati, OH
05/2017 → 12/2017

Lendkey Technologies

Cincinnati, OH
01/2018 → 08/2018

Fidelity Investments

Covington, KY
06/2019 → 09/2019

Cwc

Wyoming Ohio, OH
08/2015 → 05/2019

University Of Cincinnati (Ohio)

Cincinnati, OH
01/2022 → 11/2022

Investment Distributors, Inc.

Covington, KY
04/2024 → Present

Wealthquest Corporation

Cincinnati, OH
11/2022 → 04/2024

Total Wealth Planning

Cincinnati, OH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-03
S63	Uniform Securities Agent State Law Examination	2020-02-25

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