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Tipp City, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Houston | TX | 06/2021 | 08/2023 |
| Invesco | Houston | TX | 06/2000 | 01/2021 |
| Park Avenue Securities | Houston | TX | 06/2021 | 08/2023 |
| Unemployed | Houston | TX | 01/2021 | 05/2021 |
| Wealth Management Group, Inc. | Tipp | OH | 08/2023 | Present |
| Park Avenue Securities | Houston | TX | 07/2021 | 08/2023 |
1. Jeff and Joy Marino Trust - I am the Executor for Jeff and Joy Marino's Trust. Joy Marino is my sister, Start Date: 11/17/2018, Address: N/A, 0 total hours per month 0 during securities trading hours, No annual compensation, Investment related, 2. Executor of Alvin Birsinger Estate - Alvin Birsinger is my father, Start Date: 04/06/2021, Address: N/A, 1 total business hour per month / 0 during securities trading hours, No annual compensation, Not investment related 3. Independent Agent for Life and Health insurance sales. Same addressas mine. Start Date 03/20/2021, 20-40 hrs per month, 20-30 hrs per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-27 |
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