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11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-07 |
| TX | RA | APPROVED | 2022-01-05 |
Branch Locations
11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States
81 Mill Street Suite 300, Gahanna, OH 43230 • United States
Centerburg, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Gahanna | OH | 02/2008 | Present |
| National Wealth Management Group, Llc | Gahanna | OH | 12/2016 | Present |
(1) 2/26/08 - LTC INSURANCE BUSINESS / 5% TIME SPENT / ACTIVITY BEGAN 1/06. (2) 06/23/2011 - NON-VARIABLE INSURANCE - MIDLAND NATIONAL INSURANCE FOR INSURANCE AND FIXED ANNUITIES AND UNITED OF OMAHA FOR LONG TERM CARE INSURANCE - 10% - $2,000.00 (3) 07/12/2013 - MODEL WEALTH GROUP - NON-VARIABLE INSURANCE DBA - MODEL WEALTH GROUP - AT TIMES WE OFFER FIXED LIFE AND ANNUITY BUSINESS. ALSO LONG TERM CARE IS SOMETIMES OFFERED - 10% OF TIME SPENT - WESTERVILLE, OH. (4) 8/11/2014: NON-VARIABLE INSURANCE - FIG - 20 HOURS PER MONTH/10 HOURS DURING TRADING - WESTERVILLE, OH. (5) 10/23/2018 - National Wealth Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/23/2016 - 90 Hours Per Month During Securities Trading - I provide investment advisory services through National Wealth Management Group, an independent investment advisor firm. I started this business activity in 10/2018. I expect to spend approximately 90 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (6) 10/31/2018 - Model Wealth Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/12/2013 - 90 Hours Per Month/50 Hours During Securities Trading - Offer fixed life and annuity business. Also Long term Care is sometimes offered.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2011-03-11 |
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