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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-01-03 |
Branch Locations
7965 North High Street, Suite 150, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Columbus | OH | 09/2014 | Present |
| Delaware City Council | Delaware | OH | 05/2017 | Present |
| Ascent Financial Partners | Dublin | OH | 10/2018 | Present |
| J3, Llc | Columbus | OH | 06/2016 | Present |
| Ascent Financial Partners | Columbus | OH | 10/2018 | Present |
| Delaware County Board Of Elections | Delaware | OH | 08/2023 | 04/2026 |
J3, LLC POSITION: PARTNER NATURE: Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2016 ADDRESS: 7965 North High Street, Suite 150, Columbus OH 43235, United States DESCRIPTION: office expenses, payroll ASCENT FINANCIAL PARTNERS POSITION: Partner NATURE: financial services/dba INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2018 ADDRESS: 7965 North High Street, Suite 150, Columbus OH 43235, United States DESCRIPTION: Sell and service insurance, securities and investment products INDEPENDENT INSURANCE AGENT POSITION: INDEPENDENT INSURANCE AGENT NATURE: FIXED INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2009 ADDRESS: 7965 North High Street, Suite 150, Columbus OH 43235, United States DESCRIPTION: SALE OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-12 |
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