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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
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