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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-03 |
Branch Locations
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Absolute Capital Management Llc | Pittsburgh | PA | 09/2015 | 02/2017 |
| Invest Financial Corp | Tampa | FL | 02/2017 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | 10/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | 10/2022 |
| Silver Oak Securities | Jackson | TN | 10/2022 | Present |
| United Advisor Group | Cincinnati | OH | 01/2023 | Present |
| United Advisor Group | Cincinnati | OH | 11/2022 | Present |
| Interdependent Advisors | Cincinnati | OH | 02/2017 | 09/2022 |
United Advisor Group,Investment Related,,Branch office location, Registered Investment Advisor,Director,2023-01-09,50 hours per month,40 hours per month during trading hours,Salary Compensation,Responsible for day to day operations and decision of the RIA. 2. Host of the RIA Confidential podcast. Financial Industry Podcast. 11.3.2025. Yes, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-02 |
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