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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-09 |
| NY | RA | APPROVED | 2023-12-07 |
| OH | RA | APPROVED | 2023-12-07 |
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 |
|---|---|---|---|---|
| Transamerica | Columbus | OH | 06/2016 | 10/2016 |
| Western Southern | Lancaster | OH | 10/2016 | 04/2017 |
| Jp Morgan Securities, Llc | Columbus | OH | 04/2017 | 02/2019 |
| Horace Mann Educators Corp | Pickerington | OH | 08/2019 | 10/2019 |
| Jp Morgan/Chase Bank | Columbus | OH | 04/2017 | 02/2019 |
| Axa Advisors Llc | Pickerington | OH | 10/2019 | 06/2020 |
| Self Employed | Pickerington | OH | 02/2019 | 08/2019 |
| Equitable Advisors, Llc | New York | NY | 10/2019 | 11/2023 |
| Voya Financial Advisors | Dublin | OH | 11/2023 | Present |
PICKERINGTON SCHOOLS POSITION: Assistant Varsity Basketball Coach NATURE: I am a volunteer assistant girls varsity basketball coach. There is no compensation for this position. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2023 ADDRESS: 300 Opportunity Way, Pickerington OH 43147, United States DESCRIPTION: I coach girls high school basketball
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-22 |
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