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7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-15 |
Branch Locations
9930 Johnnycake Ridge Road, Concord, OH 44060 • United States
7661 Beechmont Avenue Suite 200, Cincinnati, OH 45255 • 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 |
|---|---|---|---|---|
| Hickory Asset Management | Concord | OH | 04/2008 | Present |
| Ritter Daniher Financial Advisory Llc | Cincinnati | OH | 08/2025 | Present |
I RECEIVE COMMISSIONS FROM VARIOUS INSURANCE COMPANIES ON NEW AND EXISTING LIFE,ANNUITY AND LONG TERM CARE INSURANCE POLICIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-18 |
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