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550 Polaris Parkway Suite 560, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-29 |
| OH | RA | APPROVED | 2018-09-05 |
Branch Locations
2881 Placida Road Suite 205, Englewood, FL 34224 • United States
550 Polaris Parkway Suite 560, Westerville, OH 43082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Dublin | OH | 06/2009 | 08/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2018 |
| Private Client Services, Llc | Westerville | OH | 08/2018 | 05/2020 |
| Wealthbridge Capital Management, Llc | Englewood | FL | 08/2018 | Present |
Ryan Dunlop is also a licensed insurance professional conducting business from the same business address. Less than 5% of Mr. Dunlap's time is for services as an insurance professional.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-19 |
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