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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-22 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ojm Group, Llc | Cincinnati | OH | 04/2014 | 03/2021 |
| First Financial Bank | Cincinnati | OH | 12/2019 | 12/2024 |
| Crump Life Insurance | Harrisburg | PA | 12/2024 | 03/2025 |
| Mdrn Capital, Llc | Cincinnati | OH | 03/2025 | Present |
1) Licensed insurance agent; Investment-related; Cincinnati, OH 45249; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
| S66 | Uniform Combined State Law Examination | 2007-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-16 |
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