DFX Intelligence
Advisors
Advisors registered through United Advisor Group
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Stephen James Wynne | United Advisor Group independent RIA | Independence, Oh 44131, Oh | Jul 7, 2026 | 10 y | 0 | 1 |
| Brian William Yeakley dual registrant | United Advisor Group independent RIA | Miamisburg, Oh | Feb 23, 2023 | 20 y | 4 | 1 |
| Joseph Zwemke | United Advisor Group independent RIA | Cincinnati, Oh | Jul 16, 2025 | 10 y | 1 | 1 |
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53 advisors match.