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11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-16 |
| IN | RA | APPROVED | 2025-02-16 |
Branch Locations
11726 Seven Gables Rd Symmes Township, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Covington | IN | 06/2024 | Present |
| Covington Community Schools | Covington | IN | 01/2021 | 08/2023 |
| Unemployed | Covington | IN | 08/2023 | 06/2024 |
| Chicago Fire Soccer Club | Chicago | IL | 01/2019 | 01/2021 |
| Purdue Northwest | Hammond | IN | 05/2015 | 01/2019 |
Business Name: Self-Employed Investment Related: YES Nature of Business: Insurance and Estate Planning Title: Insurance Producer & Estate Planner Business Address: 406 Eagle Drive, Covington, Indiana 47932 Start date: 06/2024 Number of hours devoted per month to the business: 80 Approximate # of hours devoted to the business during security exchange hours: 40 Business Name: Self-Employed Investment Related: YES Nature of Business: Insurance and Estate Planning Referrals Title: Attorney Referrer / Plan Delivery Business Address: 406 Eagle Drive, Covington, Indiana 47932 Start date: 06/2024 Number of hours devoted per month to the business: 20 Approximate # of hours devoted to the business during security exchange hours: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-06 |
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