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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-03-17 |
Branch Locations
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Carmel | IN | 02/2017 | 07/2018 |
| Protiviti | Indianapolis | IN | 03/2013 | 02/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2018 | 04/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2018 | 04/2023 |
| Marketshare Financial | Indianapolis | IN | 02/2017 | 06/2018 |
| Empire Capital | Frankfort | IN | 06/2018 | Present |
| United Advisor Group | Cincinnati | OH | 03/2022 | Present |
| Ironside Strategies | Frankfort | IN | 03/2023 | Present |
1) Ironside Strategies; investment related: Yes; Location: 1711 North Willow Dr. Frankfort IN 46041 US; Description: Ironside Strategies provides institutional quality investment management designed to compliment comprehensive planning. By actively working with the investment professional we are able to create a team based, long-term approach as opposed to a sales based, commission approach. With detailed preparation and continuous effort from both the portfolio manager and the Investment Advisor Representative we are able to make the financial management process educational, inspirational, and ultimately rewarding.; Position Title: CEO/CIO; Responsibilities Duties: Design and Maintenance of Portfolios. Trading of Portfolios Case Design with/for Advisors/Clients; Start date: 2023-03-20; Hours per month during trading hours: 140; Hours per month outside trading hours: 100. 2) Co-own seven single-family rental properties. My annual profit share is around $10,000.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-13 |
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