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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-09 |
| OH | RA | APPROVED | 2023-05-03 |
Branch Locations
4555 Lake Forest Dr Ste 650, Cincinnati, OH 45242 • United States
312 Walnut St Ste 1600, Cincinnati, OH 45202 • United States
4030 Smith Rd Ste 200, Cincinnati, OH 45209 • United States
9078 Union Center Blvd Ste 350, West Chester, OH 45069 • United States
7310 Turfway Rd Ste 550, Florence, KY 41042 • United States
120 N. High Street, Hillsboro, OH 45133 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-03 |
Branch Locations
Hillsboro, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 01/2023 | Present |
| Fenix Parts | Hillsboro | OH | 10/2022 | Present |
| Reno's Auto Parts Inc. | Hillsboro | OH | 09/2005 | 10/2022 |
| Hillsboro City Schools | Hillboro | OH | 08/2016 | 07/2017 |
| Lincoln Investment | Fort Washington | PA | 05/2023 | Present |
| Capital Analysts | Fort Washington | PA | 05/2023 | Present |
SARAH SMART POSITION: Owner NATURE: Taxes, Accounting and insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2023 ADDRESS: 459 Vine Street, Hillsboro OH 45133, United States DESCRIPTION: Preparing and filing taxes, etc. FENIX PARTS POSITION: account data analyst. NATURE: Resale of recycled auto parts INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2023 ADDRESS: 860 Airport FWY, Suite 701, Hurst TX 76054, United States DESCRIPTION: I will reconcile and research past due customer accounts. Hillsboro Indians Pride Middle & High School PTO Position: Treasurer Nature: Parent teacher organization to enhance parent and student participation at Hillsboro Middel and High School Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 5/1/2026 Address: 550 US 62 Hillsboro, Ohio 45133 Description: I will make deposits, writing checks, help budget for activities Smart Financial, LLC Position: owner, Managing Member, Member, Agent Nature: Tax/Accounting Purposes, Marketing, Life Insurance & Fixed Annuities Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 4/1/2026 Address: 120 N. High Street Hillsboro, Ohio 45133 Description: managing my office. I will pay my administrative assistant. Sales and service of life insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-10 |
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