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500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-20 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
5181 Natorp Blvd Suite 100, Mason, OH 45040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 05/2015 | 06/2021 |
| Harvest Financial Advisors | West Chester | OH | 06/2021 | 01/2023 |
| Mml Investors Services, Llc | Cincinnati | OH | 01/2023 | 05/2023 |
| Mass Mutual Insurance Company | Cincinnati | OH | 01/2023 | 05/2023 |
| 9258 Wealth Management | Blue Ash | OH | 05/2023 | 06/2024 |
| John M Gehri | West Chester | OH | 06/2024 | Present |
| Strategic Wealth Investment | Mason | OH | 06/2024 | Present |
John M Gehri, not investment related, 8216 Pinkerton Glendale, Westchester, OH 45019, Tax, Sole Partner, start date 6/2024, approx hours a month- 20, 0 hours during trading, Tax filing service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-27 |
| S66 | Uniform Combined State Law Examination | 2011-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-25 |
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