WC
Wesley Cuprill
MONEY & CLARITY
Cincinnati, OH 45241
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CRD#: 7483061
WC
Professional summary
Wesley Cuprill is a registered financial advisor currently at MONEY & CLARITY located in Cincinnati, Ohio.
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Wesley has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MR. CUPRILL IS SEPARATELY LICENSED AS AN INDEPENDENT INSURANCE AGENT. ADVISOR ARCHITECT, LLC; NOT INVESTMENT RELATED; 100 E BUSINESS WAY, SUITE 160, CINCINNATI, OH 45241; CONSULTING AND CONTENT MARKETING FOR FINANCIAL ADVISORS; DIRECTOR OF SALES & MARKETING; SINCE 1/1/2021; HOURS PER MONTH: 120; HOURS DURING TRADING: 120; RESPONSIBLE FOR ALL MARKETING AND SELLING ALL PRODUCTS AND SERVICES OFFERED BY ADVISOR ARCHITECT.
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Cuprill's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 9, 2024 - Present
MONEY & CLARITY
Office #1: 100 E-business Way Suite 380, Cincinnati, OH 45241RIA
CRD#: 166461
Cincinnati, OH
Past
February 1, 2022 - December 31, 2023
MONEY & CLARITY
RIA
CRD#: 166461
CINCINNATI, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(2/6/2024)
IAR
Ohio(1/9/2024)
Current Firm
M&
MONEY & CLARITY
CUPRILL WEALTH COACHING, LLC | MONEY & CLARITY | MATSON & CUPRILL
CRD#: 166461 / SEC#:
California
Registered Investment Advisory firm - (1/11/2024 Approved)Florida
Registered Investment Advisory firm - (2/13/2015 Approved)Georgia
Registered Investment Advisory firm - (5/31/2024 Approved)Kansas
Registered Investment Advisory firm - (1/1/2024 Approved)Kentucky
Registered Investment Advisory firm - (2/6/2024 Approved)Missouri
Registered Investment Advisory firm - (2/7/2024 Approved)Ohio
Registered Investment Advisory firm - (1/9/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (12/31/2023 Failure to Renew)South Carolina
Registered Investment Advisory firm - (9/26/2023 Approved)Tennessee
Registered Investment Advisory firm - (10/30/2020 Terminated)Texas
Registered Investment Advisory firm - (1/10/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 E-business Way Suite 380, Cincinnati, OH 45241
Mailing Address
Phone number
(513) 563-7526
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MONEY & CLARITY
CRD#: 166461Cincinnati, OH 45241TRUST BUT VERIFY
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