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Lydia Grace Boyer

Ridgeline Wealth Planning LLC

Centerville, OH

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Current Employers
Ridgeline Wealth Planning Llc

1700 Lyons Road, Suite B, Centerville, OH 45458 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-05
TX RA APPROVED 2025-11-05
  • OH RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

1700 Lyons Road, Suite B, Centerville, OH 45458 • 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
Knoxville Christian School Knoxville TN 09/2015 06/2019
Parents Day Out Knoxville TN 05/2019 08/2020
Christian Academy Of Knoxville Knoxville TN 08/2019 06/2021
Culvers Knoxville TN 05/2021 08/2021
Ham N Goodys Knoxville TN 05/2022 08/2023
Ridgeline Wealth Planning Llc Centerville OH 05/2024 07/2024
Cedarville University Cedarville OH 08/2021 05/2025
Ridgeline Wealth Planning Llc Centerville OH 06/2025 09/2025
Ridgeline Wealth Planning Llc Centerville OH 09/2025 Present
  • 09/2015 → 06/2019
    Knoxville Christian School
    Knoxville, TN
  • 05/2019 → 08/2020
    Parents Day Out
    Knoxville, TN
  • 08/2019 → 06/2021
    Christian Academy Of Knoxville
    Knoxville, TN
  • 05/2021 → 08/2021
    Culvers
    Knoxville, TN
  • 05/2022 → 08/2023
    Ham N Goodys
    Knoxville, TN
  • 05/2024 → 07/2024
    Ridgeline Wealth Planning Llc
    Centerville, OH
  • 08/2021 → 05/2025
    Cedarville University
    Cedarville, OH
  • 06/2025 → 09/2025
    Ridgeline Wealth Planning Llc
    Centerville, OH
  • 09/2025 → Present
    Ridgeline Wealth Planning Llc
    Centerville, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29

View on SEC IAPD

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Other Investors

JANICE MARIE CHINN
Richard Burkes
VICKEY LEE PARKS
PHILLIP JAMES JOHNSON
JERRY HENDERSON
TOBIAS MATTHEW JONES
Micah Paul McCollum
BRIAN KEITH SCHULTZ

Other Offices

PFS INVESTMENTS INC. · CENTERVILLE, OH
MCCOLLUM INVESTMENT ADVISORS · DAYTON, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dayton, OH
J.P. MORGAN SECURITIES LLC · DAYTON, OH
PNC WEALTH MANAGEMENT LLC · DAYTON, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Dayton, OH
FOUNDERS FINANCIAL SECURITIES LLC · Dayton, OH
CAPTRUST · Dayton, OH

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