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9380 Main Street, #4, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-30 |
| OH | RA | APPROVED | 2015-03-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 01/2009 | 06/2017 |
| Seven Hills Capital Advisors Llc | Cincinnati | OH | 03/2015 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 06/2017 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-03 |
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