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Lori Alyssa Gross

Wellness Investment Advisers LLC

Troy, OH

Piqua, OH

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Current Employers
Wellness Investment Advisers Llc

Piqua, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-08-17
  • OH RA
    APPROVED
    Since 2016-08-17

Branch Locations

305 Public Square Se Second Floor Suite #4, Troy, OH 45373 • United States

Piqua, OH • 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
Outlook Financial Center Troy OH 11/2015 Present
Wellness Investment Advisers Llc Piqua OH 08/2016 Present
Other Businesses

Lori Gross is an insurance agent with Outlook Financial Center. She spends approximately 50% of her time in this role.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-01
  • S65 Uniform Investment Adviser Law Examination
    2016-08-01

View on SEC IAPD

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STONEX ADVISORS INC. · Troy, OH
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