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5858 High Street, Worthington, OH 43085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-02 |
| OH | RA | APPROVED | 2022-05-06 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 09/2012 | Present |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 09/2012 | Present |
| Greenstone Wealth Management | Gahanna | OH | 09/2012 | 01/2017 |
| Royal Oak Financial Group | Worthington | OH | 01/2017 | Present |
| Royal Oak Financial Group | Worthington | OH | 01/2022 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-05 |
| S66 | Uniform Combined State Law Examination | 2009-02-18 |
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