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4555 Lake Forest Drive Ste 650, Cincinnati, OH 45242-3785 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-17 |
| KY | RA | APPROVED | 2013-06-27 |
| TX | RA | APPROVED | 2012-05-10 |
| OH | RA | APPROVED | 2003-01-02 |
Branch Locations
4555 Lake Forest Drive 650 Westlake Center, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Choice Financial Advisors, Llc | Cincinnati | OH | 07/2002 | Present |
| Crmd Properties, Llc | Cincinnati | OH | 05/2005 | 10/2021 |
| Personal Choice Tax, Llc | Cincinnati | OH | 07/2021 | Present |
Personal Choice Tax, LLC not investment-related 4555 Lake Forest Drive, Suite 650, Cincinnati, OH 45242 tax preparation services CEO 7/28/2021 less than 5 hours per month 0 hours during trading hours management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-04 |
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