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8905 Cincinnati Dayton Rd, West Chester Township, OH 45069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-20 |
Branch Locations
8905 Cincinnati Dayton Rd, West Chester Township, OH 45069 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Protective Life Insurance | Cincinnati | OH | 06/2006 | 06/2022 |
| Investment Distributors, Inc. | Cincinnati | OH | 01/2022 | 07/2022 |
| Cuso Financial Services, L.P. | Cincinnati | OH | 07/2022 | 08/2022 |
| Edward Jones | Florence | KY | 08/2022 | 05/2025 |
| Vanweelden Wealth Management, Llc | West Chester Township | OH | 05/2025 | Present |
| Concourse Financial Group Securities, Inc. | Cincinnati | OH | 10/2006 | 01/2022 |
1) Licensed insurance agent; Not investment-related; 8905 Cincinnati Dayton Rd, West Chester Township, OH, 45069; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
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