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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-14 |
Branch Locations
4555 Lake Forest Dr. Suite 160, Blue Ash, OH 45242 • United States
200 East 7Th Street, Auburn, IN 46706 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 08/2015 | 08/2018 |
| Cascade Financial Management, Inc. | Denver | CO | 07/2019 | 02/2021 |
| Apollon Wealth Management, Llc | Denver | CO | 01/2021 | 01/2022 |
| Unemployed | Denver | CO | 09/2018 | 06/2019 |
| Cabot Lodge Securities Llc | New York | NY | 01/2021 | 01/2022 |
| Clarify Wealth Management, Inc. | Cincinnati | OH | 01/2022 | 10/2024 |
| Lpl Financial Llc | Cincinnati | OH | 04/2022 | 10/2024 |
| Cx Institutonal, Llc | Blue Ash | OH | 10/2024 | Present |
1. 08/22/2022 - AirBNB - Investment Related - Home Based - Start Date - 08/20/2022 - 8 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-01 |
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