Best Investors Account Sign in
Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-30
  • OH RA
    APPROVED
    Since 2025-01-30

Branch Locations

543 E Central Ave, Miamisburg, OH 45342 • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • 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
The Loxahatchee Club Jupiter FL 10/2023 06/2024
The Loxahatchee Club Jupiter FL 10/2022 05/2023
The Loxahatchee Club Jupiter FL 11/2021 05/2022
Minor League Golf Tour, Pga Tour Canada Jupiter FL 07/2021 07/2024
Collins Aerospace Troy OH 05/2019 08/2019
Wm Advantage Insurance Group Hamilton OH 05/2018 08/2018
Wittenberg University Springfield OH 08/2016 01/2018
Wittenberg University Springfield OH 08/2016 05/2021
Unemployed Springfield OH 01/2018 05/2018
Unemployed Springfield OH 08/2018 05/2019
Unemployed Springfield OH 05/2021 11/2021
Unemployed Springfield OH 05/2022 10/2022
Unemployed Springfield OH 05/2023 10/2023
Miami Valley Financial Partners Miamisburg OH 10/2024 Present
United Advisor Group Miamisburg OH 01/2025 Present
Silver Oak Securities, Inc Jackson TN 01/2025 Present
  • 10/2023 → 06/2024
    The Loxahatchee Club
    Jupiter, FL
  • 10/2022 → 05/2023
    The Loxahatchee Club
    Jupiter, FL
  • 11/2021 → 05/2022
    The Loxahatchee Club
    Jupiter, FL
  • 07/2021 → 07/2024
    Minor League Golf Tour, Pga Tour Canada
    Jupiter, FL
  • 05/2019 → 08/2019
    Collins Aerospace
    Troy, OH
  • 05/2018 → 08/2018
    Wm Advantage Insurance Group
    Hamilton, OH
  • 08/2016 → 01/2018
    Wittenberg University
    Springfield, OH
  • 08/2016 → 05/2021
    Wittenberg University
    Springfield, OH
  • 01/2018 → 05/2018
    Unemployed
    Springfield, OH
  • 08/2018 → 05/2019
    Unemployed
    Springfield, OH
  • 05/2021 → 11/2021
    Unemployed
    Springfield, OH
  • 05/2022 → 10/2022
    Unemployed
    Springfield, OH
  • 05/2023 → 10/2023
    Unemployed
    Springfield, OH
  • 10/2024 → Present
    Miami Valley Financial Partners
    Miamisburg, OH
  • 01/2025 → Present
    Miamisburg, OH
  • 01/2025 → Present
    Silver Oak Securities, Inc
    Jackson, TN
Other Businesses

1) Miami Valley Financial Partners, Is Investment Related,"543 E Central Ave, Miamisburg, OH, 45342, United States",DBA,assistant,10/1/2024,160 hours per month,140 hours per month during trading hours, Salary Compensation, assistant for independent financial professional 2) United Advisors Group,Is Investment Related,"8170 Corporate Park Dr Suite 300, , Cincinnati, OH, 45342, United States",Registered Investment Advisor,Investment Advisor Representative,1/24/2025,10 hours per month,10 hours per month during trading hours,No Compensation Compensation,No duties to report as of now. Only reporting to meetings and attending compliance meetings that are resulting in 10 hours for this month to report.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-24
  • S66 Uniform Combined State Law Examination
    2025-01-24
Other Names
  • Cam Willis

View on SEC IAPD

More in Miamisburg, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor