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8170 Corporate Park Drive Suite 100, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-11-07 |
| FL | RA | APPROVED | 2022-10-27 |
| OH | RA | APPROVED | 2022-07-20 |
Branch Locations
8170 Corporate Park Drive Suite 100, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Cincinnati | OH | 03/2009 | 07/2024 |
| Bohmer Kilcoyne Wealth Management Llc | Cincinnati | OH | 09/2013 | 09/2022 |
| Huffman Wealth Management, Llc | Cincinnati | OH | 07/2022 | Present |
1. 7/5/2018 - No Business Name (I do this in the course of my ordinary business, I don't hold this out as a service) - Not Investment Related - 8170 Corporate Park Drive, Suite 100 Cincinnati OH 45242 - Other-Notary - Notary Public - Start Date:01/31/2018 - 1 Hours Per Month/1 Hours During Trading - State of Ohio Notary. I notarize documents that need to be notarized. I have no title. 2. 10/19/2021 - Diversified Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 01/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. Sells insurance products. 3. 09/8/2022 Huffman Wealth Management, LLC - Investment Related - 8170 Corporate Park Drive, Suite 100 Cincinnati OH 45242 - Started 09/8/2022 - 160 Hours Per Month/7 Hours During Securities Trading; I sell insurance and other products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-04 |
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