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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-17 |
| OH | RA | APPROVED | 2023-03-21 |
Branch Locations
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
8170 Corporate Park Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 06/2008 | 03/2023 |
| The O.N. Equity Sales Company | Cincinnati | OH | 12/2008 | 03/2023 |
| Silver Oak Securities | Cincinnati | OH | 03/2023 | 07/2024 |
| United Advisor Group | Cincinnati | OH | 03/2023 | Present |
| Rj Beucler Financial | Cincinnati | OH | 03/2023 | Present |
1) Sales of variable annuities, fixed indexed annuities, life insurance, disability insurance, and long-term care insurance. Continued Service of existing variable annuities/fixed indexed annuities and insurance clients. Sale of mutual funds (in 529 plans). Owner of StratSync, LLC.; 2) Partner of United Advisor Group; 3) Member of RBRC Farms, LLC; investment related; Rental property; Passive investor 4) Wealth Sync Insurance Solutions, LLC; investment related; 8170 Corporate Park Drive, Suite 300 Cincinnati, OH 45242; Formal Entity. Life Insurance, Disability Insurance, hybrid long-term care & non-advisory Fixed/Fixed Indexed annuities will be produced; Business Owner; 04/2026; 11-20 hours per month devoted to this activity; 11-20 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-23 |
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