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4910 Old Mechanicsburg Rd, Springfield, OH 45502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-26 |
| MO | RA | APPROVED | 2017-12-01 |
| OH | RA | APPROVED | 2017-11-16 |
Branch Locations
4910 Old Mechanicsburg Rd, Springfield, OH 45502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tavco Financial Advisory, Llc | Springfield | OH | 09/2017 | Present |
| The Tavenner Company | Springfield | OH | 01/2014 | Present |
| The Tavenner Agency | Springfield | OH | 01/2014 | Present |
THE TAVENNER AGENCY, INC. Investment related; 4910 Old Mechanicsburg Rd Springfield, OH 45502; Insurance; Agent; Start 08/1997; 64 hours per month; 64 during trading hours; Agent selling fixed life, annuities and long term care products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-27 |
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