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7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-02-10 |
Branch Locations
7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States
Bryn Mawr, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midland National Life Insurance Company | West Des Moines | IA | 11/2011 | Present |
| Spc | Ann Arbor | MI | 12/2012 | 11/2021 |
| Beacon Capital Management, Inc. | Dayton | OH | 01/2022 | Present |
1) OWNER OF RENTAL PROPERTY; NOT INVESTMENT RELATED; BONITA SPRINGS, FL; RENTAL PROPERTY; STARTS IN FEBURARY 2021; SPENDS 4 HOURS PER MONTH AND 0 DURING SECURITIES TRADING HOURS; REP DOES MAINTAINING RENTAL UNIT AND COLLECTING RENT. 2) Property in Florida that is being used as an investment property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-28 |
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