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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-14 |
| TX | RA | APPROVED | 2024-10-14 |
Branch Locations
4555 Lake Forest Dr. Suite 160, Blue Ash, OH 45242 • United States
200 East 7Th Street, Auburn, IN 46706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cincinnati | OH | 06/1999 | 10/2024 |
| Clarify Wealth Management | Cincinnati | OH | 10/2014 | 10/2024 |
| Cx Institutional, Llc | Blue Ash | OH | 10/2024 | Present |
1. Clear Future LLC - Investment Related - 2925 Union Street, Lafayette, IN 47904 - Real Estate Rental - Started 01/01/2017 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-01 |
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