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Loveland, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Cincinnati | OH | 05/2017 | 02/2019 |
| Playground Equipment Services | Cincinnati | OH | 03/2014 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 02/2019 | 08/2021 |
| Bank Of America, N.A. | Cincinnati | OH | 04/2019 | 08/2021 |
| Ubs Financial Services Inc. | Cincinnati | OH | 08/2021 | 10/2021 |
| 212 Wealth Management Group, Llc | Loveland | OH | 02/2026 | Present |
| Cullen Cioffi Capital Management | Cincinnati | OH | 02/2022 | 12/2023 |
| Vertice Capital Partners, Llc | Oxford | OH | 07/2023 | Present |
| Unemployed | Cincinnati | OH | 11/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-27 |
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