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550 S. Main Street, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-07 |
| CA | RA | APPROVED | 2025-10-02 |
| MN | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2025-10-02 |
| OH | RA | APPROVED | 2024-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2020 | 04/2021 |
| Parker Hannifin Corporation | Cleveland | OH | 06/2011 | 12/2019 |
| Park Avenue Securities Llc | West Chester | OH | 04/2021 | 01/2022 |
| Guardian Life Insurance | West Chester | OH | 04/2021 | 01/2022 |
| Inertia Wealth Management, Llc Dba Inertia Wealth Management | West Chester | OH | 02/2022 | Present |
| Curtis Michael Riley, Ii, Sole Proprietor | West Chester | OH | 02/2022 | Present |
| Triad Technologies | Vandalia | OH | 02/2022 | Present |
| Park Avenue Securities Llc Dba Dlak Wealth Advisors | West Chester | OH | 05/2021 | 01/2022 |
| Edward Jones | St, Louis | MO | 03/2020 | 04/2021 |
Curtis Michael Riley, II, Sole Proprietor; West Chester, OH; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 02/2022; Approximately 12 hours per month spent. Triad Technologies; Vandalia, OH; Not Investment Related; Pricing Manager; Industrial Distribution; Started 02/2022; Approximately 30 hours per month spent. Arrow Painting - 49% Owner; Not investment related; investor; Started 2024 Fisher Riley LLC dba Trifecta Tax Services; 49% owner: Not investment related; Started 2024 Inertia Wealth Management - dba of investment practice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-09 |
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