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5968 Bridgetown Road, Cincinnati, OH 45248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-05 |
| FL | RA | APPROVED | 2019-09-23 |
| OH | RA | APPROVED | 2019-08-25 |
Branch Locations
8415 Pulsar Place Suite 205, Columbus, OH 43240 • United States
5968 Bridgetown Road, Cincinnati, OH 45248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wedgewood Business Solutions, Llc | Powell | OH | 02/2001 | 08/2019 |
| Lpl Financial, Llc | Columbus | OH | 07/2012 | 08/2019 |
| Advantage Investment Management, Llc | Columbus | OH | 07/2012 | 08/2019 |
| Private Client Services | Columbus | OH | 08/2019 | Present |
| Souders Financial Advisors, Llc | Columbus | OH | 08/2019 | Present |
1) STRATEGIC CAPITAL ADVISERS, LLC. 8415 PULSAR PL, SUITE 205, COLUMBUS, OH 43065. DBA FOR Souders Financial Advisor, LLC - ALL SECURITIES AND INVESTMENT. FINANCIAL ADVISOR. 168 HOURS/MO; 168 DURING TRADING HOURS. 2) THE OHIO MASONIC HOME FOUNDATION. 2655 WEST NATIONAL ROAD, SPRINGFIELD, OH 45504. OMHF IS A CHARITABLE FOUNDATION SUPPORTING THE OHIO MASONIC HOME COMMUNITIES. BOARD MEMBER FOR BOTH THE OHIO MASONIC HOME FOUNDATION AND THE SUBORDIANT OHIO MASONIC HOME ENTITY. 15 HRS/MO; 15 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-04 |
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