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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-29 |
| OH | RA | APPROVED | 2026-01-29 |
Branch Locations
10300 Alliance Road Suite 100, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 9258 Wealth Management | Cincinnati | OH | 03/2023 | 01/2024 |
| Constellation | Cincinnati | OH | 07/2021 | 03/2023 |
| 5/3 Bank | Cincinnati | OH | 01/2010 | 06/2021 |
| Aspiriant Wealth Management | Cincinnati | OH | 05/2024 | 09/2025 |
| Stratos Wealth Advisors, Llc | Cincinnati | OH | 01/2026 | Present |
| Unemployed | Cincinnati | OH | 01/2024 | 05/2024 |
| Unemployed | Cincinnati | OH | 09/2025 | 01/2026 |
1. 8/1/2025 - Fusion FC - Not Investment-related - Address: 2335 Buttermilk Crossing Suite 331 Crescent Springs, KY 41017 - Position: Coach- Number of hours per month: 8 (12 weeks out of the year) - Number of hours devoted during trading hours: 0 - Soccer Club 2. 1/28/2026 - Retirement Corporation of America (DBA for Stratos) - Investment-Related - Address: At reported location(s) - Position: Trading Operations Manager - Number of hours devoted/during trading hours per month: 160
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-29 |
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