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John Brock Dexter

Trinity Wealth Management LLC

Cincinnati, OH

CRD 2613721

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Employer firm

Trinity Wealth Management LLC CRD 152355

$425M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Trinity Wealth Management Llc

8040 Hosbrook Road Suite 220, Cincinnati, OH 45236 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2010-01-04
  • OH RA
    APPROVED
    Since 2010-01-04

Branch Locations

8040 Hosbrook Road Suite 220, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Wealth Management Llc Loveland OH 11/2009 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-09-25
  • S63 Uniform Securities Agent State Law Examination
    1995-09-25
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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