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4555 Lake Forest Drive Ste 650, Cincinnati, OH 45242-3785 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-03-10 |
| TX | RA | APPROVED | 2023-03-10 |
| OH | RA | APPROVED | 2021-07-15 |
Branch Locations
4555 Lake Forest Drive Ste 650, Cincinnati, OH 45242-3785 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 03/2018 | 03/2020 |
| Ohio National Insurance Co. | Cincinnati | OH | 01/2018 | 02/2018 |
| Northern Illinois University | Dekalb | IL | 08/2016 | 12/2017 |
| Personal Choice Financial Advisors, Llc | Cincinatti | OH | 06/2021 | Present |
| Personal Choice Financial Advisors, Llc | Cincinatti | OH | 04/2020 | 06/2021 |
| Intuit | Cincinatti | OH | 01/2021 | 04/2021 |
| Stewardship Financial Counsel | Cincinatti | OH | 05/2020 | Present |
Stewardship Financial Counsel. Not investment-related. 3014 Montclair Ave, Cincinnati, OH 45211. Primarily offers tax preparation services, as well as financial coaching as a service. Tax Consultant. Founder and sole owner. Start date: May, 2020. Approximately 5 hours per month, 2 of which occur during securities trading hours. Duties include: preparing tax returns, writing blog posts, and communicating with clients via email, phone, and video-conference.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-12 |
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