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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 05/2021 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 06/2022 | Present |
| Somerville & Co | Cincinnati | OH | 07/2020 | 05/2021 |
| O'DOnnell Construction | Cincinnati | OH | 04/2020 | 06/2020 |
| Sheldon Reder Cpa's | Cincinnati | OH | 01/2020 | 04/2020 |
| Western Hills Retirement Village | Cincinnati | OH | 06/2019 | 12/2019 |
| Chipotle | Oxford | OH | 01/2019 | 06/2019 |
| Miami University | Oxford | OH | 10/2018 | 12/2018 |
| Shepherd Chemical Co. | Norwood | OH | 05/2018 | 08/2018 |
| Western Hills Retirement Village | Cincinnati | OH | 01/2018 | 05/2018 |
| O'CHarleys | Cincinnati | OH | 06/2017 | 12/2017 |
| Larosas | Cincinnati | OH | 05/2017 | 08/2017 |
| Student | Cincinnati | OH | 08/2016 | 05/2017 |
1) THE ROSSELOT FINANCIAL GROUP INC, 7426 Jager Court, Cincinnati OH 45230, 05/10/2021, INV REL, Employee DBA, 160 HR/MO - 160 Trading HR/MO 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) CRNAFINANCIAL, 7426 Jager Ct, Cincinnati OH 45230, 07/01/2024, Investment Advisor Representative, DBA for Rosselot Financial Group, NIR, 10 HR/MO, 10 HR/MO TRADING. 4) SAGE FINANCIAL GROUP, LLC, 5889 Bridgetown Road, Cincinnati OH 45248, United States, 11/2025, Financial Advisor, Employee (receive a W-2), INV REL, 24 HR/MO - 96 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
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