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Robert John Grossheim

Family Wealth Advisory Group, LLC

Cincinnati, OH

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Current Employers
Family Wealth Advisory Group, Llc

7359 East Kemper Road Suite A, Cincinnati, OH 45249 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2004-03-29
  • OH RA
    APPROVED
    Since 2004-03-29

Branch Locations

7359 East Kemper Road Suite A, Cincinnati, OH 45249 • 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
Family Wealth Advisory Group Llc Cincinnnati OH 03/2004 Present
Previous Registrations
  • 2000-01-01 → 2004-04-05
    Osaic Fa, Inc.
    Cincinnati, OH
Other Businesses

Owner/Main Instructor of Japanese Karate Do, LLC (JKD) since July 2015. This is a non-investment related business that Rob inherited when the police officer founder was killed in the line of duty. Rob instructs and manages administrative duties during non-securities trading hours totaling approximately 10 hours per month. JKD operates out of Five Seasons Family Sports Club located at 11790 Snider Rd, Cincinnati, Ohio 45249.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-07-25
S63 Uniform Securities Agent State Law Examination 1991-05-13
  • S65 Uniform Investment Adviser Law Examination
    1994-07-25
  • S63 Uniform Securities Agent State Law Examination
    1991-05-13
Designations
Other Names
  • Robert John Grossheim

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