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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Life Insurance Co | Indianapolis | IN | 03/2006 | 09/2017 |
| Oneamerica Securities | Indianapolis | IN | 04/2008 | 09/2017 |
| Aptus Marketing | Lewis Center | OH | 10/2017 | 07/2018 |
| Allstate Insurance Company | Fort Mill | SC | 07/2018 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 09/2019 | 05/2021 |
| Bank Of America, N.A. | Columbus | OH | 10/2019 | 05/2021 |
| Raymond James & Associates, Inc. | Arlington | OH | 05/2021 | 03/2025 |
| Ubs Financial Services, Inc. | Upper Arlington | OH | 03/2025 | Present |
Richland County Chamber of Commerce aka Richland Area Chamber & Economic Development,OhioUnited States,Association (e.g. Trade or Industry, Sport)OtherCommunity organization, not-for-profitCommunity organization promoting local business, workforce development, and economic development,chamber memberno-duties, just membership Start date -10/1/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-16 |
| S66 | Uniform Combined State Law Examination | 2002-08-06 |
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