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50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-08 |
Branch Locations
50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-24 |
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