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11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-03 |
Branch Locations
515 Executive Campus Dr. Suite 100, Westerville, OH 43082 • United States
11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centricity Wealth Management, Llc | Westerville | OH | 01/2013 | 06/2025 |
| Composition Wealth, Llc | Westerville | OH | 07/2025 | Present |
1) Licensed insurance agent; Not investment-related; Westerville, OH, 43082; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours: Licensed insurance agent 2) Referral Center; Investment-related; 7202 N Shadeland Avenue, 115, Indianapolis, IN. 46250; Real Estate; Licensed Real Estate Agent; 6/30/2025; 1 hour per month; 0 during trading hours; Provide real estate referrals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-04 |
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