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7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-02-04 |
Branch Locations
7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sammons Financial Network | West Des Moines | IA | 10/2011 | Present |
| Spc | Ann Arbor | MI | 09/2013 | 11/2021 |
| Beacon Capital Management, Inc. | Dayton | OH | 01/2022 | Present |
| Midland National Life Insurance Company | West Des Moines | IA | 10/2011 | Present |
1) NORWELL YOUTH LACROSSE - BOARD OF DIRECTORS. 2 HOURS PER WEEK WITH NO ADDTIONAL INCOME. 2) LIMRA/LOMA, Committee Chair - Annuity Distribution Committee. 300 Day Hill Rd, Windsor, CT 06095. Lead Discussions of committee topics, assist with planning meetings. Approximate hours per month, 2. Started 7/2023. Not Compensated. 3) COALITION FOR EQUITY IN WHOLESALING - BOARD POSITION. START DATE 4/1/24. DUTIES: BOARD MEMBER AND ATTEND BI-MONTHLY MEETINGS. APPROXMIATELY 4 HOURS PER MONTH. NO COMPENSATION FOR THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-27 |
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