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11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-23 |
| OH | RA | APPROVED | 2022-01-07 |
Branch Locations
11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Cincinnati | OH | 06/2016 | 08/2021 |
| Mml Investors Services | Cincinnati | OH | 03/2017 | 08/2021 |
| 45 East Bar & Grill | Oxford | OH | 05/2015 | 09/2017 |
| Macy's | Cincinnati | OH | 12/2016 | 12/2016 |
| Skyline Restaurant | Cincinnati | OH | 12/2016 | 12/2016 |
| Miami University | Oxford | OH | 08/2013 | 05/2017 |
| Lpl Financial Llc | Cincinnati | OH | 08/2021 | Present |
| National Wealth Management Company, Llc | Cincinatti | OH | 08/2021 | Present |
1)08/10/2021 - Alpina Financial Consultants, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2021 2)08/10/2021 - Jones & Sons Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Locations - Start: 08/2021 3)08/10/2021 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 06/2016 - 20 Hr/Mth 4)08/10/2021 - Real Estate Rental - Sole Owner - Addyston, OH - Start: 03/2021 5)08/10/2021 - Junior Varsity Head Coach. High School Baseball Coach for the Villa Madonna Academy in Villa Hills Kentucky - Non-Inv Rel - Villa Hills, KY - Start: 08/018 6) 8/24/2021 - National Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 8/9/2021 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through National Wealth Management Group, LLC, an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-21 |
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