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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
9078 Union Centre Blvd Ste 350, West Chester, 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 |
|---|---|---|---|---|
| Severt Financial Group, Inc. | Dayton | OH | 05/1999 | Present |
| Voya Financial Advisors, Inc. | Dayton | OH | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Eagle Financial Partners | Dayton | OH | 02/2009 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Archbishop Carroll High School | Dayton | OH | 10/2023 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 5748 PARK CENTER COURT; TOLEDO; OH; 43615; fixed insurance sales; INDEPENDENT INSURANCE AGENT; 2/12/2009; 24; 24; sales of fixed insurance products 2. NAME OF ENTITY: Eagle Financial Partners LLC; Yes; SAME AS REGISTERED LOCATION; financial services; OWNER; 2/12/2009; 160; 160; sales of insurance and securities product 3. NAME OF ENTITY:SEVERT FINANCIAL GROUP INC; No; SAME AS REGISTERD LOCATION; S-CORP; OWNER/PRESIDENT; 3/1/1999; 20; 20; SCORP FOR TAX PURPOSE ONLY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-04-17 |
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