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425 Walnut Street Suite 2260, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-15 |
| IN | RA | APPROVED | 2013-07-24 |
| TX | RA | APPROVED | 2012-04-19 |
| OH | RA | APPROVED | 2011-05-26 |
Branch Locations
425 Walnut Street Suite 2260, Cincinnati, OH 45202 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-07-11 |
| OH | RA | APPROVED | 2012-07-03 |
Branch Locations
Cincinnati, OH • United States
425 Walnut St # 2260, Cincinnati, OH 45202-3956 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eukles Asset Management, Llc | Cincinnati | OH | 01/2011 | Present |
| Lpl Financial | Cincinnati | OH | 09/2011 | Present |
1. 09/23/2011 - DBA ONLY / EUKLES WEALTH MANAGEMENT 2. 12/12/2011 - REGISTERED INVESTMENT ADVISOR / EUKLES ASSET MANAGEMENT / HYBRID / 50% OF TIME SPENT. 3. 11/1/2012 - NON-VARIABLE INSURANCE - BENEFIT RESOURCES - WE SHARE IN COMMISSION FOR OUR OWN MONTHLY HEALTH CARE PREMIUMS. - TIME SPENT 0% - CINCINNATI, OH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-24 |
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