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Current Employers
Axim Planning & Wealth

4 Sycamore Creek Drive, Springboro, OH 45066 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-09-03
  • OH RA
    APPROVED
    Since 2024-09-03

Branch Locations

4 Sycamore Creek Drive, Springboro, OH 45066 • United States

Powell, OH • 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
Wells Fargo Advisors, Llc Miamisburg OH 04/2014 11/2016
Wells Fargo Clearing Services, Llc Miamisburg OH 11/2016 03/2023
Wells Fargo Advisors Financial Network, Llc Dublin OH 03/2023 05/2023
Hedgeit, Llc Powell OH 01/2023 Present
Axim Planning & Wealth Springboro OH 08/2024 Present
Axim Planning & Wealth Springboro OH 02/2026 Present
Previous Registrations
Other Businesses

HEDGE FUN LLC, NOT INV RELATED, HELENA, MT, 100% OWNERSHIP, START 4/23/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TO REGISTER A UTILITY TASK VEHICLE FOR PERSONAL USE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-28
  • S66 Uniform Combined State Law Examination
    2014-08-28
Other Names
  • Casey Brian Stevenson

View on SEC IAPD

Other Firms

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