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Daniel Scott Mick

Ridgeline Wealth Planning LLC

Centerville, OH

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Current Employers
Ridgeline Wealth Planning Llc

1700 Lyons Road, Suite B, Centerville, OH 45458 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-06-28
TX RA APPROVED 2024-06-28
  • OH RA
    APPROVED
    Since 2024-06-28
  • TX RA
    APPROVED
    Since 2024-06-28

Branch Locations

1700 Lyons Road, Suite B, Centerville, OH 45458 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Little Miami High School Cincinnati OH 08/2017 05/2021
Kroger Maineville OH 03/2020 05/2024
Various Organizations Southwest Region OH 03/2018 Present
Ridgeline Wealth Planning Llc Centerville OH 06/2024 Present
Ridgeline Wealth Planning Centerville OH 05/2024 06/2024
Student Cincinnati OH 06/2014 06/2017
  • 08/2017 → 05/2021
    Little Miami High School
    Cincinnati, OH
  • 03/2020 → 05/2024
    Kroger
    Maineville, OH
  • 03/2018 → Present
    Various Organizations
    Southwest Region, OH
  • 06/2024 → Present
    Ridgeline Wealth Planning Llc
    Centerville, OH
  • 05/2024 → 06/2024
    Ridgeline Wealth Planning
    Centerville, OH
  • 06/2014 → 06/2017
    Student
    Cincinnati, OH
Other Businesses

Daniel Scott Mick serves as a baseball umpire for youth games, earning compensation as an independent contractor based on his services provided.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-06-20
Designations

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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CAPTRUST

Other Investors

JANICE MARIE CHINN
Richard Burkes
VICKEY LEE PARKS
PHILLIP JAMES JOHNSON
JERRY HENDERSON
TOBIAS MATTHEW JONES
Micah Paul McCollum
BRIAN KEITH SCHULTZ

Other Offices

PFS INVESTMENTS INC. · CENTERVILLE, OH
MCCOLLUM INVESTMENT ADVISORS · DAYTON, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dayton, OH
J.P. MORGAN SECURITIES LLC · DAYTON, OH
PNC WEALTH MANAGEMENT LLC · DAYTON, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Dayton, OH
FOUNDERS FINANCIAL SECURITIES LLC · Dayton, OH
CAPTRUST · Dayton, OH

More in Centerville, OH

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