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Current Employers
Coordinated Financial Planning Corp

4555 Lake Forest Drive #560, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-03
  • OH RA
    APPROVED
    Since 2024-01-03

Branch Locations

4555 Lake Forest Drive #560, Cincinnati, OH 45242 • 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
Coordinated Financial Planning Cincinnati OH 09/2021 Present
Trio Bistro Cincinnati OH 08/2018 09/2021
Cunningham Restaurant Group Cincinnati OH 05/2010 08/2018
  • 09/2021 → Present
    Coordinated Financial Planning
    Cincinnati, OH
  • 08/2018 → 09/2021
    Trio Bistro
    Cincinnati, OH
  • 05/2010 → 08/2018
    Cunningham Restaurant Group
    Cincinnati, OH
Designations

View on SEC IAPD

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