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7777 Washington Village Dr. Suite 120, Dayton, OH 45459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-12 |
| OH | RA | APPROVED | 2024-09-24 |
Branch Locations
7777 Washington Village Dr. Suite 120, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ray|Theil Wealth Management, Llc | Beavercreek | OH | 05/2011 | 06/2024 |
| Blake Schutter Theil Wealth Advisors, Llc | Dayton | OH | 07/2024 | Present |
Ray|Theil Wealth Management, 7777 Washington Village Dr, Dayton, OH 45459, Tax Services, Owner as of May 2011, approximately 20 hours per month, 1 hour a month during trading hours. Duties are operating ownership of tax services business. Ray Income Tax Services, Residual Income from sale of Ray|Theil Wealth Management. No duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-29 |
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