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Current Employers
National Wealth Management Group, Llc

11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-23
  • OH RA
    APPROVED
    Since 2025-07-23

Branch Locations

Blue Ash, OH • United States

11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • 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
University Of Cincinnati Cincinnati OH 08/2017 Present
Miami University Cincinnati OH 06/2016 07/2018
Tjb Tax & Consulting Cincinnati OH 08/1990 09/2017
  • 08/2017 → Present
    University Of Cincinnati
    Cincinnati, OH
  • 06/2016 → 07/2018
    Miami University
    Cincinnati, OH
  • 08/1990 → 09/2017
    Tjb Tax & Consulting
    Cincinnati, OH
Other Businesses

Educational CPA, LLC, owner. Provides entrepreneurial education, small business incorporation, and self-directed IRA accounts, real estate specialty, tax and account services. Universal Construction Solutions, LLC, owner Single member LLC business that functions as a construction company serving rental properties. Chestnut Group, LLC, owner Passive real estate investment. Rental property. Flaig 1, LLC, owner Passive real estate investment. Rental SFH property. JPB Services LLC, owner Construction subcontractor FFT Solutions, LLC, owner Rental management company U Share Equipment, LLC, owner Equipment leasing U Share Resources, LLC, owner Equipment leasing U Share Foods, LLC, owner Farm products and agriculture U Share Farms, LLC, owner Real estate holding company BMB Group LLC, owner Real estate holding company

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-09
S63 Uniform Securities Agent State Law Examination 1984-08-08
  • S65 Uniform Investment Adviser Law Examination
    2025-06-09
  • S63 Uniform Securities Agent State Law Examination
    1984-08-08

View on SEC IAPD

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