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Steven Derek Loveless

United Advisor Group

Frankfort, IN

Cincinnati, OH

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Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-03-17
  • IN RA
    APPROVED
    Since 2023-03-17

Branch Locations

Frankfort, IN • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • 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
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
  • 02/2017 → 07/2018
    Sii
    Carmel, IN
  • 03/2013 → 02/2017
    Protiviti
    Indianapolis, IN
  • 10/2018 → 04/2023
    Fairfield, IA
  • 10/2018 → 04/2023
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 02/2017 → 06/2018
    Marketshare Financial
    Indianapolis, IN
  • 06/2018 → Present
    Empire Capital
    Frankfort, IN
  • 03/2022 → Present
    Cincinnati, OH
  • 03/2023 → Present
    Ironside Strategies
    Frankfort, IN
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-13
  • S66 Uniform Combined State Law Examination
    2018-03-13

View on SEC IAPD

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