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4270 Ivy Pointe Blvd Suite 100, Cincinnati, OH 45245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-02-21 |
| OH | RA | APPROVED | 2023-02-17 |
Branch Locations
4270 Ivy Pointe Blvd Suite 100, Cincinnati, OH 45245 • 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 |
|---|---|---|---|---|
| Spc | Ann Arbor | MI | 02/2002 | 02/2023 |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 02/2023 |
| Isaacs & Associates, Llc | Cincinnati | OH | 02/2023 | Present |
Name of the other business: Independent Agent Investment-related: Yes Address: 4270 Ivy Pointe Blvd, Ste. 100, Cincinnati, OH 45245 Nature of the business: Insurance Position, title, or relationship with the other business: Insurance Agent Start date: July 1983 Approximate hours/month: 80 Hours Hours during securities trading hours: 80 Hours Duties: Recommends the purchase of insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-13 |
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