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Current Employers
Faith Financial Advisors, Inc.

6281 Tri-Ridge Boulevard Suite 130, Loveland, OH 45140-8320 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-10-21
IN RA APPROVED 2019-06-10
KY RA APPROVED 2013-08-21
OH RA APPROVED 2013-08-02
  • TX RA
    APPROVED_RES
    Since 2020-10-21
  • IN RA
    APPROVED
    Since 2019-06-10
  • KY RA
    APPROVED
    Since 2013-08-21
  • OH RA
    APPROVED
    Since 2013-08-02

Branch Locations

6281 Tri-Ridge Boulevard Suite 130, Loveland, OH 45140-8320 • 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
Faith Financial Advisors, Inc Cincinnati OH 09/2013 Present
Osaic Wealth Inc. Cincinnati OH 07/2004 Present
Previous Registrations
  • 2004-08-03 → 2013-09-17
    Simply Money Advisors
    Cincinnati, OH
  • 2000-01-01 → 2004-08-09
    Osaic Fa, Inc.
    Cincinnati, OH
Other Businesses

1) FAITH FINANCIAL ADVISORS, INC. POSITION: President, Chief Compliance Officer, Financial Advisor NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 08/02/2013 ADDRESS: 6281 Tri-Ridge Blvd., Suite 130, Loveland OH 45140, United States DESCRIPTION: Provide Investment advice to clients on a fee basis. Manage the day to day operations and oversee the compliance for Faith Financial Advisors, Inc. 2) SANDRA FAITH HALL REVOCABLE TRUST AGREEMENT POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2009 ADDRESS: 6576 Lisa Lane, Cincinnati OH 45243, United States DESCRIPTION: To be trustee for any assets that are titled to the trust 3) JENNIFER ALVIS GENERAL POWER OF ATTORNEY POSITION: Attorney in fact NATURE: General Power of Attorney for my sister INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2020 ADDRESS: 6576 Lisa Lane, Cincinnati OH 45243, United States DESCRIPTION: Should she be unable to manage her finances I would step in to do this for her 4) FAITH FINANCIAL ADVISORS, INC POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 3 START DATE: 07/29/2004 ADDRESS: 6281 Tri-Ridge Boulevard, Suite 130, Loveland OH 45140, United States DESCRIPTION: selling insurance products 5) MATTHEW E. HALL GENERAL POWER OF ATTORNEY POSITION: POA NATURE: I am general power of attorney for my son Matthew E. Hall INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2015 ADDRESS: 6576 Lisa Lane, Cincinnati OH 45243, United States DESCRIPTION: General Power of Attorney

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-20
S63 Uniform Securities Agent State Law Examination 1993-01-14
  • S65 Uniform Investment Adviser Law Examination
    1997-06-20
  • S63 Uniform Securities Agent State Law Examination
    1993-01-14
Other Names
  • Sandra Faith Hall
  • Sandra Faith Coyle
  • Sandr Faith Hall
  • Sandra Faith Hallrymer

View on SEC IAPD

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