Phillip Matthew Edwards

Current Employers

Employment History

• 11/1991 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 09/2008 → Present
  Thein Financial Group Inc.
  Dayton, OH
• 09/1991 → Present
  Self Employed
  Urbana, OH

Previous Registrations

• 2008-10-22 → 2011-03-21
  Thein Financial Group
  Urbana, OH
  Dayton, OH
  Dayton, OH

Other Businesses

1) CHAMPAIGN RESIDENTIAL SERVICES; NOT INVESTMENT RELATED; 1150 SCIOTO STREET URBANA OHIO 43078; SERVICE AGENCY FOR THE MRDD; Treasurer; START DATE: 06/01/2008; 2 HOURS PER MONTH(0 HOURS DURING TRADING HOURS) PAID BOARD MEMBER THAT OFFERS NON INVESTMENT ADVICE. 2.)PHILLIP EDAWARDS; NOT INVESTMENT RELATED; TAX PREPARATION; OWNER; START DATE: 01/01/2001; 5 HOURS PER MONTH(1 HOUR DURING TRADING HOURS) 3.)PHILLIP EDWARDS; NOT INVESTMENT RELATED; 208 Patrick Avenue URBANA OH 43078; SELLING INSURANCE; AGENT; START DATE: 09/01/1990; 80 HOURS PER MONTH( 80 HOURS DURING TRADING HOURS) SELLING LIFE, HEALTH AND FIXED ANNUITIES. 4). Tepa Investments LLC; Not investment related; 429 Lincoln Place, Urbana, OH 43078; Residential Real Estate; LLC Member and President; 04/23/2024-present; 1 Hour/Month (0 during securities trading hours); Re-activated Real Estate LLC for residential rentals and residential rehabilitation and sales. 5). Citrus Investment Properties LLC; One Monument Square, Urbana, OH 43078; Not investment related; Commercial real estate investing and rentals; owner; 05/01/2024-present; 5 Hours/month (0 during securities trading hours). Purchase of commercial real estae properties for renting and/or holding.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-15

Designations