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7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-02-04 |
Branch Locations
7870 E Kemper Road Suite 210, Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Cincinnati | OH | 07/2017 | 12/2019 |
| Plante Moran | Cincinnati | OH | 08/2009 | 07/2017 |
| Wealth Dimensions Group, Ltd. | Cincinnati | OH | 01/2020 | Present |
(1) Entity Name: Treasurer for Michael Robison Political Campaign; Investment related: No; Address: Cincinnati, OH; Nature of the Business: Political Campaign; Position/Title/Relationship: Treasurer; Start Date: 10/12/20; Approximate # of hours a month: 1; Approximate # of hours during trading hours: 0; Briefly describe your duties: filing reports and managing the campaign finances (2) Entity Name: Beacon for Youth Foundation; Investment related: Yes; Address: 401 E. McMillan, Cincinnati, OH 45206; Nature of the Business: Non-profit serving youth and their families; Position/Title/Relationship: Board Member; Start Date: 1/20/20; Approximate # of hours a month: 2; Approximate # of hours during trading hours: 2; Briefly describe your duties: Finance committee member who reviews financial statements with the CFO and accounting staff and reviews the Investment performance with the advisor on a quarterly basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-17 |
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