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Megan Kathleen Hammann

Wealthquest Corporation

Cincinnati, OH

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Current Employers
Wealthquest Corporation

50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-08
  • OH RA
    APPROVED
    Since 2024-01-08

Branch Locations

50 E-Business Way Suite 120, Cincinnati, OH 45241 • 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
Tiaa Cincinnati OH 03/2014 11/2016
Tiaa-Cref Individual & Institutional Services, Llc Cincinnati OH 03/2014 11/2016
Pnc Wealth Management Cincinnati OH 12/2016 09/2020
Cassady Schiller Wealth Management Cincinnati OH 09/2020 07/2022
Cassady Schiller Wealth Management, Llc Cincinnati OH 09/2020 07/2022
Wealthquest Corporation Cincinnati OH 07/2022 Present
  • 03/2014 → 11/2016
    Tiaa
    Cincinnati, OH
  • 03/2014 → 11/2016
    Cincinnati, OH
  • 12/2016 → 09/2020
    Pnc Wealth Management
    Cincinnati, OH
  • 09/2020 → 07/2022
    Cassady Schiller Wealth Management
    Cincinnati, OH
  • 09/2020 → 07/2022
    Cassady Schiller Wealth Management, Llc
    Cincinnati, OH
  • 07/2022 → Present
    Cincinnati, OH
Previous Registrations
  • 2020-09-29 → 2022-07-26
    Cassady Schiller Wealth Management, Llc
    Cincinnati, OH
  • 2014-03-13 → 2016-11-10
    Cincinnati, OH
  • 2012-12-06 → 2014-03-04
    London, OH
    Dayton, OH
  • 2009-03-26 → 2012-11-20
    Td Ameritrade, Inc.
    Cincinnati, OH
  • 2009-03-26 → 2012-11-20
    Td Ameritrade Investment Management, Llc
    Cincinnati, OH
Other Businesses

1) Ultimate Supply Source; Investment Related: No; Location: 45044; Description of the business: ecommerce that focuses on reselling active wear and equipment for outdoors activities; Responsibilities Duties: help husband manage ecommerce business; Start date with business: 2018-06-19; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-24
  • S66 Uniform Combined State Law Examination
    2009-03-24
Designations
Other Names
  • Megan Kathleen Mccarthy
  • Megan K Mccarthy

View on SEC IAPD

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