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Tipp City, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2023-12-13 |
| OH | RA | APPROVED | 2004-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Group, Inc. | Tipp City | OH | 10/1991 | Present |
1. 02/17/2015 - WEALTH MANAGEMENT GROUP, INC. - INV REL - 811 JUNIPER CT., TIPP CITY, OHIO 45371 - NON-VARIABLE INSURANCE - START 07/01/2009 - 510 HR/MO NONE DURING SECS TRDG HRS - LICENSED INSURANCE AGENT SELLING LIFE, HEALTH, LTHC, AND DISABILITY INSURANCE, AND FIXED ANNUTIES 2. 08/13/2015 - WEALTH MANAGEMENT GROUP, INC. - INV REL - 811 JUNIPER CT, TIPP CITY, OH 45371-2769 - REGISTERED INVESTMENT ADVISOR HYBRID - START 07/01/2014 - 80 HOURS PER MONTH, 80 DURING TRADING - IN ADDITION TO INVESTMENT MANAGEMENT SERVICES, PROVIDE FINANCIAL PLANNING FOR HOURLY FEE OR FIXED RATE 3. 08/13/2015 - WEALTH MANAGEMENT GROUP - IVN REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 4. 8/7/2017 - Camelot Creek Farm LLC - Investment Related - Huber Heights, OH - Real Estate Rental - Started 07/27/2017 - 5 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-10-05 |
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