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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-25 |
| OH | RA | APPROVED | 2025-06-04 |
Branch Locations
901 Adams Crossing Fl 1, Cincinnati, OH 45202 • United States
901 Adams Crossing, Floor 1, Cincinnati, OH 45202 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 04/2017 | 10/2020 |
| Xavier University | Cincinnati | OH | 08/2015 | 12/2018 |
| Paolo A Modern Jeweler | Cincinnati | OH | 11/2015 | 02/2017 |
| Self-Employment | Edgewood | KY | 05/2009 | 03/2017 |
| 9258 Wealth Management, Llc | Cincinnati | OH | 11/2020 | 03/2022 |
| Horan Securities, Inc. | Cincinnati | OH | 03/2022 | 08/2023 |
| Concentric Wealth Management | Cincinnati | OH | 08/2023 | Present |
| Avantax Investment Services Inc | Cincinnati | OH | 08/2023 | 06/2025 |
| Avantax Advisory Services | Cincinnati | OH | 08/2023 | 06/2025 |
| Lpl Financial, Llc | Cincinnati | OH | 06/2025 | Present |
1. 6/3/2025 - Concentric Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - Start Date 08/01/2023 - 60-70 Hours per month 2. 11/10/2025 - Amplified Advisor - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 4 hours per month/ during trading 3. 12/19/2025-Burke CPAs and Advisors-Advisor-Tax Prep/Accounting/CPA-Not inv related-At Cincinnati, OH-Start date 12/01/2025-20hrs/mth-10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-11 |
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