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333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-23 |
Branch Locations
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Planning Corporation | Cincinnati | OH | 07/2020 | 02/2026 |
| Thomas More University | Crestview Hills | KY | 08/2016 | 05/2020 |
| Mcf Advisors, Llc | Cincinnati | OH | 02/2026 | Present |
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