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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-10-23 |
Branch Locations
4015 Executive Park Drive Suite 300, Cincinnati, OH 45241 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Management & Research, Inc. | Cincinnati | OH | 10/2014 | Present |
| Bfc Planning | Cincinnati | OH | 10/2014 | Present |
1. CUMULUS COLLEGE PLANNING-Y-CINCINNATI,OH-PARTNER-11/2014-50-15-PROVIDE COLLEGE PLANNING-STRUCTURED APPROACH. 2.JACOB REAL PROPERTIES, LTD, DBA COLUMBIA FINANCIAL SERVICES-N-CINCINNATI,OH-LOAN ORIGINATOR/SERVICER/REFERRAL AGENT-10/2014-02-10-OFFER MY CLIENTS REFINANCING, OPENING OF NEW LINES OF CREDIT AND OCCASIONALLY NEW MORTGAGES FOR PURCHASES OF HOMES. HOLDING A MORTGAGE LICENSE. 3.CUMULUS CAPITAL PROTECTION-N-CINCINNATI,OH-INDEPENDENT INSURANCE BUSINESS-PARTNER-11/2014-SELLING FIXED INSURANCE PRODUCTS INCLUDING TERM, LTC, VOLUNTARY SUPPLEMENTAL. 4.CUMULUS COLLEGE QUEST, LLC-N-CINCINNATI, OH-PARTNER-02/2015-4-4-PROVIDE RECORDED TRAINING TO FINANCIAL PROFESSIONALS ON HOW TO USE COLLEGE PLANNING AS A MARKETING TOOL. 5. DAH PROPERTIES-N-CINCINNATI, OH-PROPERTY MANAGEMENT-LANDLORD-5-0-COLLECTING RENT ON A 4-PLEX.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-21 |
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