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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-02 |
Branch Locations
485 Metro Place South Suite 120, Dublin, OH 43017 • United States
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services, Llc | Faifax | VA | 01/2014 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 11/2021 |
| Inspire Advisors, Llc Dba Inspire Advisors - Upward Management | Columbus | OH | 11/2021 | Present |
(1) 11/2021 Inspire Advisors of Ohio, LLC (not used for marketing purposes) ; Member; Investment Related; Entity Formed strictly to compensate employees of Inspire Advisors, LLC to pay for joint business expenses; no time spent. (2) 06/2018 SAVESON ACRES HOMEOWNER'S ASSOCIATION; Secretary; Homeowner's Association; Non Investment Related; 5 hours/0 during security trading hours; Fitzwilliam Lane, Johnstown OH 43031; Take meeting notes as well as voting on board issues. (3) 03/2002 Independent Licensed insurance Agent; Investment Related; Johnstown, Ohio; life, health and accident insurance licensed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-26 |
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