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3777 West Fork Road, Cincinnati, OH 45247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-11 |
Branch Locations
3777 West Fork Road, Cincinnati, OH 45247 • United States
5005 Rockside Road, Suite 1100, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Management | Westlake | OH | 05/2022 | 02/2024 |
| Whitaker-Meyers Wealth Managers | Wooster | OH | 09/2021 | 04/2022 |
| Ashland University | Ashland | OH | 08/2018 | 05/2022 |
| Valley Forge High School | Parma Heights | OH | 08/2014 | 05/2018 |
| Johnson Investment Counsel | Cincinnati | OH | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
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