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400 Blankenbaker Parkway Suite 100, Louisville, KY 40243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-05-24 |
Branch Locations
Cincinnati, OH • United States
400 Blankenbaker Parkway Suite 100, Louisville, KY 40243 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magnate Wealth Management Llc | Louisville | KY | 05/2017 | Present |
| En Garde! Investing Llc | Cincinnati | OH | 03/2017 | Present |
| Christian History In America Llc | Cincinnati | OH | 05/2013 | Present |
1. Managing Member of En Garde! Investing LLC, DBA for Magnate Advisory Services, LLC., investment related, 2626 Royalwoods Ct., Cincinnati, OH 45244, start date March 10, 2017, approximately 80 hours per month, 80 hours during trading hours. 2. Managing Member of Christian History in America LLC, not investment related, 2626 Royalwoods Ct., Cincinnati, OH 45244. Publisher of nonfiction books, start date May 23, 2013, approximately 1 hour per month, 0 hours per month during trading hours. 3. Certified Public Accountant (CPA), not investment related, 2626 Royalwoods Ct., Cincinnati, OH 45244, public accounting, issue date 9/25/1974, 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-08 |
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