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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-08 |
Branch Locations
10300 Alliance Rd, Suite 100, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Capital Advisors | Cincinnati | OH | 08/1988 | 02/2017 |
| Triad Advisors, Inc. | Norcross | GA | 01/2007 | 06/2023 |
| Stratos Wealth Advisors, Llc | Cincinnati | OH | 06/2023 | Present |
| Retirement Corporation Of America | Cincinnati | OH | 06/2022 | Present |
1. RETIREMENT CORPORATION OF AMERICA; INVESTMENT RELATED; 10300 ALLIANCE ROAD SUITE 100 CINCINNATI OH 45242; 175-200 HRS/MONTH; 6HRS/WEEK; RIA FEES; CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 2. Bi-One, LLC - Not Investment-Related - Address: 3460 Preston Ridge Road Suite 150, Alpharetta, GA 30005 - Title: Board Advisor - Start Date: 3/1/2026 - Number of hours per month: 40 - Number of hours devoted during trading hours: 5 - Description: The business is set up to manufacture a device which provides skin care treatments for patients. The company already exists and is selling devices to doctors who are using it in their practice. Bi-One will be setting up manufacturing and distribution in the United States and other parts of the world outside of Europe.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-09 |
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