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Alex Thomas Holtmeier

Union Strategic Advisors

Blue Ash, OH

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Current Employers
Union Strategic Advisors

9825 Kenwood Rd. Suite 103, Blue Ash, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-07
  • OH RA
    APPROVED
    Since 2026-04-07

Branch Locations

9825 Kenwood Rd. Suite 103, Blue Ash, OH 45242 • 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
Raymond James And Associates Blue Ash OH 09/2010 04/2026
Union Strategic Advisors, Llc. Blue Ash OH 04/2026 Present
  • 09/2010 → 04/2026
    Raymond James And Associates
    Blue Ash, OH
  • 04/2026 → Present
    Union Strategic Advisors, Llc.
    Blue Ash, OH
Previous Registrations
Other Businesses

(1)Name of Business: Union Strategic Advisors, LLC Address: 9825 Kenwood Rd Ste 103, Blue Ash, OH, 45242-6252, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: FINANCIAL ADVISOR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-24
  • S66 Uniform Combined State Law Examination
    2011-01-24

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