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Delaware, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Partners, Ltd | Powell | OH | 09/2016 | 12/2016 |
| Forestview Financial Partners, Llc | Delaware | OH | 01/2017 | Present |
I am the owner of The Benefits Design Group, LLC, an insurance agency licensed by the State of Ohio. The agency receives first-year and renewal commissions from the sale of life and health insurance contracts.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-26 |
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