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Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Perspectives Financial Planning, Llc | Cincinnati | OH | 01/2016 | 05/2023 |
| The Mather Group, Llc | Chicago | IL | 05/2023 | 06/2025 |
| Vanweelden Wealth Management, Llc | West Chester Township | OH | 12/2025 | 12/2025 |
| Unemployed | N/A | XX | 07/2025 | 11/2025 |
| Cloudsplitter Financial Planning, Llc | Cincinnati | OH | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-01 |
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