Jeffrey Robert Walkup

Current Employers

Employment History

• 01/2009 → Present
  Securities America, Inc.
  Cincinnati, OH
• 01/2009 → Present
  Securities America Advisors, Inc.
  Lavista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH

Previous Registrations

• 2009-01-23 → 2024-06-14
  Securities America Advisors, Inc.
  Cincinnati, OH
  Cincinnati, OH
• 2001-10-10 → 2009-02-07
  Brecek & Young Advisors, Inc.
  Cincinnati, OH
  Folsom, CA
  Cincinnati, OH

Other Businesses

1. JEFF WALKUP ACRO POSITION: teacher NATURE: Acrobatic or Acroyoga teaching INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 04/02/2018 ADDRESS: 3546 Epworth Ave, Cincinnati OH 45211 DESCRIPTION: Following interest as a hobby, I have started the process to become registered as a teacher of acrobatics, also called AcroYoga. The classes are at a community center right now. I plan to teach occasional workshops or possibly a local class through yoga studios. The classes will be focused on fun and safety. Generally, there will be a small fee for attendance at seminars or classes. 2. QUEEN CITY CAPITAL MANAGEMENT POSITION: Advisor NATURE: QUEEN CITY CAPITAL MANAGEMENT, LLC/REGISTERED INVESTMENT ADVISOR - 10% OWNER-- INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/24/2012 ADDRESS: 212 E 3rd St., Suite 100, Cincinnati OH 45202 DESCRIPTION: We provide fee based investment management. I review client investment objectives and assist them in selecting investment models. 3. QUEEN CITY FINANCIAL ADVISORS POSITION: sales NATURE: QUEEN CITY FINANCIAL ADVISORS - INSURANCE SALES - AGENT - START DATE: 05/2009 - LOCATED AT 212 E 3rd ST, STE 100, CINCINNATI, OH 45202 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2009 ADDRESS: 212 E 3rd St., Suite 100, Cincinnati OH 45202 DESCRIPTION: Insurance sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-25