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2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-16 |
| OH | RA | APPROVED | 2023-01-20 |
Branch Locations
3955 Riverside Ave Suite 203, Jacksonville, FL 32205 • United States
2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Dayton | OH | 02/2013 | 01/2023 |
| Birchcreek Wealth Management, Llc | Miami Township | OH | 01/2023 | Present |
1) Niche Properties, LLC; Investment Related; 7667 Clough Pike, Cincinnati, OH 45244; Rental properties; Partner; 02/2021; Financial reconciliation and market research. 2) Brighton Center; Non-Investment Related; 741 Central Ave, Newport, KY. 41071; Charitable Organization; Board Member; 06/2020; Appx. 8 Hrs/Mnth; Serves on the marketing and program committees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-12 |
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