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Stephen James Wynne

United Advisor Group

Independence, Oh 44131, OH

Cincinnati, OH

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Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-07
  • OH RA
    APPROVED
    Since 2026-07-07

Branch Locations

6140 W Creek Rd, Suite 200, Independence, Oh 44131, OH 44131 • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • 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
United Advisor Group Dba Ko-Advisors Independence OH 06/2026 Present
Murphy's Pub Cincinnati OH 02/2025 05/2025
Mobilityworks Richfield OH 05/2024 09/2024
Penn Station Subs Ashland OH 10/2023 04/2024
James A. Wynne Llc Hinckley OH 06/2023 09/2023
The Home Depot Brunswick OH 03/2020 08/2023
Unemployed Hinckley OH 09/2019 02/2020
Hinckley Hills Golf Course Hinckley OH 01/2019 08/2019
Marc's Grocery Store Broadview Heights OH 05/2018 12/2018
Unemployed Hinckley OH 06/2016 05/2018
Unemployed Hinckley OH 06/2025 05/2026
Unemployed Hinckley OH 10/2024 01/2025
  • 06/2026 → Present
    United Advisor Group Dba Ko-Advisors
    Independence, OH
  • 02/2025 → 05/2025
    Murphy's Pub
    Cincinnati, OH
  • 05/2024 → 09/2024
    Mobilityworks
    Richfield, OH
  • 10/2023 → 04/2024
    Penn Station Subs
    Ashland, OH
  • 06/2023 → 09/2023
    James A. Wynne Llc
    Hinckley, OH
  • 03/2020 → 08/2023
    The Home Depot
    Brunswick, OH
  • 09/2019 → 02/2020
    Unemployed
    Hinckley, OH
  • 01/2019 → 08/2019
    Hinckley Hills Golf Course
    Hinckley, OH
  • 05/2018 → 12/2018
    Marc's Grocery Store
    Broadview Heights, OH
  • 06/2016 → 05/2018
    Unemployed
    Hinckley, OH
  • 06/2025 → 05/2026
    Unemployed
    Hinckley, OH
  • 10/2024 → 01/2025
    Unemployed
    Hinckley, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10

View on SEC IAPD

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DAVID SAMUEL LOCKMAN
Andrew William Teribery
MICHAEL JOHN RUHRKRAUT
CARL CENTOFANTI
JUDITH ANN TENGLER
MATTHEW HOWARD KELLY

Other Offices

NEWEDGE ADVISORS · Cleveland, OH
CETERA INVESTMENT ADVISERS LLC · INDEPENDENCE, OH
STRATOS WEALTH PARTNERS, LTD · Independence, OH
CETERA INVESTMENT ADVISERS LLC · Independence, OH
BEHLKE FINANCIAL · INDEPENDENCE, OH
GATEWAY ASSET MANAGEMENT, LLC · INDEPENDENCE, OH
LINCOLN INVESTMENT · INDEPENDENCE, OH
AMERIPRISE FINANCIAL SERVICES, LLC · INDEPENDENCE, OH

More in Independence, Oh 44131, OH

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