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Gerald Edward Yox

Mcf Advisors, LLC

Lexington, KY

Cincinnati, OH

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Current Employers
Mcf Advisors, Llc

333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-26
  • OH RA
    APPROVED
    Since 2026-04-26

Branch Locations

333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States

8370 E Kemper Rd, Cincinnati, OH 45249 • 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
Tiaa Cincinnati OH 07/2015 03/2018
Tiaa-Cref Individual & Institutional Services, Llc Cincinnati OH 07/2015 03/2018
Wealth Planning Corporation Cincinnati OH 06/2018 02/2026
Mcf Advisors, Llc Cincinnati OH 02/2026 Present
Previous Registrations
Other Businesses

OAA#: 415 | ORG NAME:PTCC LLC | ORG ADDR:CINCINNATI, OH, US | NATURE OF BUS:RENTAL PROPERTY | INVST REL:N | TITLE:OWNER | DUTIES:WILL BE RENTING A HOUSE | START DT:09/01/2008 | TOTAL HRS P/M:1 | SEC TRDNG HRS P/M:0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-16
S63 Uniform Securities Agent State Law Examination 1994-01-31
  • S66 Uniform Combined State Law Examination
    2001-02-16
  • S63 Uniform Securities Agent State Law Examination
    1994-01-31
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
INVEST INC.
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
ASIO CAPITAL LLC

Other Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY
MARC ALLEN MOORE
AARON WILLIAM SEYFRIED
CARL LEE JINRIGHT
GEORGE DAVID PIERCE
JAMES MICHAEL THOMPSON

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY
CETERA INVESTMENT ADVISERS LLC · LEXINGTON, KY
INVEST INC. · LEXINGTON, KY
EAGLE STRATEGIES LLC · LEXINGTON, KY
LPL ENTERPRISE, LLC · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

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