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24 Remick Blvd, Springboro, OH 45066-9557 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Springboro | OH | 06/2011 | 11/2017 |
| Wealth Management Group. Inc. | Tipp City | OH | 07/2014 | 11/2017 |
| Securities America, Inc. | Springboro | OH | 11/2017 | 12/2021 |
| Kiplinger Investment Advisors Llc. | Springboro | OH | 11/2017 | Present |
Insurance Position: Independent contractor - Nature: Insurance and annuity sales and service - Investment Related: No - Hours: 3 - Securities Trading Hours: 2 - Start Date: 11/22/2017 - Address: 325 N. Main Street, Suite 202, Springboro OH 45066, United States
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-10-14 |
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