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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-12-06 |
| TX | RA | APPROVED_RES | 2024-12-05 |
Branch Locations
10300 Alliance Road, Suite 100, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management Llc | Mason | OH | 05/2007 | 12/2018 |
| Vp Distributors Inc | Mason | OH | 02/2009 | 10/2018 |
| Ceros Financial Services, Inc. | Rockville | MD | 06/2020 | 11/2020 |
| Litespeed Management | Cincinnati | OH | 01/2019 | 05/2020 |
| Wcm Investment Management | Cincinnati | OH | 09/2020 | 10/2024 |
| Imst Distributors, Llc | Cincinnati | OH | 01/2021 | 10/2024 |
| Stratos Wealth Advisors, Llc | Cincinnati | OH | 12/2024 | Present |
Retirement Corporation of America - Registered Investment Advisor DBA - Investment related . Located 10300 Alliance Road, Suite 100, Cincinnati, OH 45242. Investment advisory, Financial Advisor. Start 12/5/2024. 160 hours per month:140 hours per month during securities trading hours. Investment advice and planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-17 |
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