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1700 Lyons Road, Suite B, Centerville, OH 45458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-02 |
| TX | RA | APPROVED | 2020-10-02 |
Branch Locations
1700 Lyons Road, Suite B, Centerville, OH 45458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Counseling Inc | Springboro | OH | 04/2006 | 10/2020 |
| Broker Dealer Financial Services | West Des Moines | IA | 10/2013 | 10/2018 |
| Ridgeline Wealth Planning Llc | Dayton | OH | 07/2020 | Present |
name; Comet Capital Fund – Mason City Scho0ols investment-related; No address; 211 North East Street Mason Ohio 45040 nature business; A member of the advisory board for a student led group studying asset management. position; Advisory Board Member, start date; 7/13/2026 hours/month devoted to business; 5 hours devoted to business outside securities trading hours; 0
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