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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-05-07 |
| OH | RA | APPROVED | 2019-05-01 |
| TX | RA | APPROVED | 2019-04-26 |
Branch Locations
380 Polaris Pkwy Ste 250, Westerville, OH 43082 • United States
6515 Longshore Loop Ste 200, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Dayton | OH | 09/2003 | 04/2019 |
| Wells Fargo Clearing Services Llc | Columbus | OH | 04/2019 | Present |
OTTERBEIN UNIVERSITY; INVESTMENT RELATED; WESTERVILLE,OH; INSTRUCTOR; START DATE 09/01/2021; NUMBER OF HOURS PER MONTH 2; NUBMER OF HOURS DURING TRADING 0; TEACHING FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-01 |
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