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445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-01 |
Branch Locations
670 Meridian Way, Suite 133, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Akron | OH | 06/2015 | 12/2021 |
| Lpl Financial, Llc | Cuyahoga Falls | OH | 05/2015 | 12/2021 |
| New York Commuinity Bank | Cuyahoga Falls | OH | 06/2016 | 01/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2022 | 03/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2022 | 03/2024 |
| Osaic Wealth, Inc. | Westerville | OH | 04/2024 | Present |
| Signature Equity Partners, Llc | Westerville | OH | 04/2024 | Present |
1) GREENSKEEPER LAWN SERVICE POSITION: Lawn Consultant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2024 ADDRESS: 10900 Mitchells Mill Rd, Chardon OH 44024, United States DESCRIPTION: Consult of lawn maintenance 2) LC WEALTH MANAGEMENT - INSURANCE BROKER POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 3 START DATE: 04/01/2024 ADDRESS: 670 Meridian Way, Suite 133, Westerville OH 43082, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 3) LC WEALTH MANAGEMENT POSITION: I conduct securities and variable insurance business under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2024 ADDRESS: 670 Meridian Way, Suite 133, Westerville OH 43082, United States DESCRIPTION: Sales/Marketing of securities and variable insurance products 4) SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 70 START DATE: 04/01/2024 ADDRESS: 670 Meridian Way, Suite 133, Westerville OH 43082, United States DESCRIPTION: Sales/marketing of investment advisory products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-02 |
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