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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-21 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
Westerville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 07/2019 | 06/2022 |
| Vip Insurance (Benefit Bank) | Cedar Park | TX | 01/2019 | 06/2022 |
| Pnc Wealth Management | Columbus | OH | 10/2017 | 12/2018 |
| Lincoln Financial | Radnor | PA | 09/2012 | 10/2017 |
| Pnc Investments Llc | Columbus | OH | 06/2022 | 08/2024 |
| Key Investment Services Llc | Brooklyn | OH | 08/2025 | Present |
| Continental General Insurance | Columbus | OH | 08/2024 | 05/2025 |
| Unemployed | Westerville | OH | 06/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-04 |
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