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5968 Bridgetown Road, Cincinnati, OH 45248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-02 |
| OH | RA | APPROVED | 2018-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cincinnati | OH | 07/2012 | 06/2018 |
| Advantage Investment Management, Llc | Cincinnati | OH | 04/2009 | 05/2018 |
| Private Client Services | Cincinnati | OH | 06/2018 | Present |
| Souders Financial Advisors | Cincinnati | OH | 06/2018 | Present |
1) BONAVENTURA FINANCIAL. 10326 GIVERNY BLVD, CINCINNATI, OH 45241. BUSINESS ENTITY FOR TAX INVESTMENT PURPOSE ONLY. NO REVENUE DIRECTLY. 0 HOURS;MO; 0 DURING TRADING HOURS. 2) 06/01/2018. SOUDERS FINANCIAL ADVISORS. 5968 BRIDGETOWN RD, CINCINNATI, OH 45248. REGISTERED INVESTMENT ADVISOR. OWNER (1/3) FINANCIAL ADVISOR. 120 HOURS/MO; 5 DURING TRADING HOURS. 3) 06/01/2018. BONAVENTURA WEALTH ADVISORS. 5968 BRIDGETOWN RD, CINCINNATI, OH 45248. DBA FOR PCS BROKERAGE, DIRECT AND ANNUITY VARIABLE INVESTMENTS. FINANCIAL ADVISOR. 20 HOURS/MO; 1 DURING TRADING HOURS. 4) BONAVENTURA WEALTH ADVISORS. 8800 MONTGOMERY RD, CINCINNATI, OH 45236. FINANCIAL PLANNING. REGISTERED REP, FINANCIAL ADVISOR. 120 HOURS/MO; 120 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-01-13 |
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