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974 N 21St Street, Suite C1, Newark, OH 43055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2015-01-05 |
Branch Locations
974 N 21St Street, Suite C1, Newark, OH 43055 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Palantine | IL | 01/1999 | Present |
| Advanced Planning Capital | New York | NY | 01/2010 | Present |
| The Retirement Specialist Of Central Ohio | Newark | OH | 12/2014 | Present |
| Share 1, Llc | Newark | OH | 05/2013 | Present |
| Senior Services Lake And Cook Co | Newark | OH | 06/1999 | Present |
SENIOR SERVICES INC ECA MARKETING- LIFE INSURANCE AND FIXED ANNUITY SALES 10-15 HOURS A WEEK, OWNER RENTAL REAL ESTATE IN HOCKING HILLS, HOCKING COUNTY OHIO ADVANCED PLANNING CAPITAL CORP - INVESTMENT RELATED, 30 STURROCK WAY, E. SETAUKET, NY 11773, REGISTED INVESTMENT ADVISOR FIRM, INVESTMENT ADVISOR REPRESENTATIVE, 2007-PRESENT, HRS/MONTH 80, HRS/MONTH(TRADING) 40. WORKS AS AN INVESTMENT ADVISOR REPRESENTATIVE FOR SAID FIRM. OWNER,SHARP 1, LLC CONSULTING TO INSURANCE AGENCTS AND AGENCIES. 15 HOURS DEVOTE TO THIS PER WEEK. OWNER, SENIOR SERVICES LAKE & COOK CO. INDEPENDENT INSURANCE SALES. 15-20 HOURS DEVOTED TO THIS A WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-30 |
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