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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-12-19 |
| TX | RA | APPROVED_RES | 2018-12-07 |
Branch Locations
8044 Montgomery Rd Ste 570 Towers Of Kenwood, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 10/2016 | 05/2017 |
| Minnesota Life Insurance Co | St Paul | MN | 10/2016 | 05/2017 |
| Financial Design Group | Covington | KY | 10/2016 | 05/2017 |
| Rental Home | Cincinnati | OH | 07/2013 | 11/2017 |
| Ubs Financial Services | Cincinnati | OH | 11/2017 | 12/2018 |
| Wells Fargo Clearing Services Llc | Cincinnati | OH | 12/2018 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; CINCINNATI,OH; 100% OWNERSHIP; START DATE 06/01/2014; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; COLLECT RENT AND ORGANIZE MAINTENANCE WITH CONTRACTORS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-03 |
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