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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-20 |
Branch Locations
6140 W Creek Rd Suite 200, Independence, OH 44131 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • 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 |
|---|---|---|---|---|
| Ko-Advisors, Llc | Parma | OH | 12/2005 | Present |
| Student | North Olmsted | OH | 08/1997 | Present |
| Invest Financial Corp. | Tampa | FL | 06/2011 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | 02/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | 02/2023 |
| United Advisor Group | Independence | OH | 02/2023 | Present |
| Silver Oak Securities | Jackson | TN | 03/2023 | Present |
| Ko-Advisors, Llc | Independence | OH | 01/2011 | Present |
1). "ko-advisors, LLC",Is Not Investment Related,,Tax Prep,Partner,2011-01-01,20 hours per month,0 hours per month during trading hours,Salary Compensation,Tax preparation services, 6140 W Creek Rd, Suite 200, Independence, OH, 44131 2). United Advisor Group,Is Investment Related,"6140 W Creek Rd, Suite 200, Independence, OH, 44131, United States",Investment Advisor Representative,Partner,2023-03-03,100 hours per month,1 hours per month during trading hours,Fee Based Compensation,Financial Planning and Investment Advisory 3). Kevin Komar,Is Not Investment Related,,Fixed Insurance,Sales,2008-06-01,2 hours per month,0 hours per month during trading hours,Commission Compensation,Term life insurance sales as requested or needed. 6140 W Creek Rd, Suite 200, Independence, OH, 44131 4) "Berrien Springs Laundromat, LLC",Is Not Investment Related,"6910 North Main Street, Unit 41 Building 16, Granger, IN, 46530, United States",Laundry,Partner,1/1/2025,1 hours per month,0 hours per month during trading hours,Other Compensation,I am a partner in a Laundromat. I am 50/50 partners. My partner is active and I am passive.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-24 |
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