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29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-01 |
Branch Locations
29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Cincinnati | OH | 06/2016 | 05/2022 |
| Wyler Insurance Services | Cincinnati | OH | 06/2016 | 05/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2022 | Present |
| Retirement Plan Advisors, Llc | Chicago | IL | 05/2022 | Present |
1. ST. JAMES EPISCOPAL CHURCH, 3207 Montana Ave., Cincinnati OH 45211, United States, 02/01/2021, Church council member, Volunteer, NIR, 4 HR/MO - 0 HR/MO TRADING 2. RETIREMENT PLAN ADVISORS, LLC, 7547 Fairwayglen Dr., Cincinnati OH 45248, United States, 06/17/2022, IAR, Investment Advisor Representative that manages client assets or prepares financial plans for a fee., INV REL, 5 HR/MO - 5 HR/MO TRADING 3. VARIOUS INSURANCE COMPANIES, 4269 Waters Edge Dr., Lebanon OH 45036, 05/2025, Agent, 1099, NIR, 2 HR/MO, 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-29 |
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