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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-28 |
Branch Locations
445 Hutchinson Avenue Suite 860, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Beachwood | OH | 02/2012 | 03/2024 |
| Ameriprise Financial Services, Llc | Pepper Pike | OH | 03/2020 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Columbus | OH | 03/2024 | 06/2024 |
| Raymond James Financial Services, Inc. | Columbus | OH | 03/2024 | 06/2024 |
| Turner Patterson & Assoicates | Columbus | OH | 03/2024 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
Electronic Surveys; not investment related; Broadview Height, OH; Receive various surveys via email to complete; Started 06/2019; 1-9hrs/month; 1-9hrs/month during trading hours; I receive survey requests from which I am compensated $20 - $50 Turner Patterson & Assoicates; not investment related; Columbus, OH; OBA/support company; Advisor; Started 03/2024; 0hrs/month; 0hrs/month during trading hours; Financial Advisor BOSTON HARBOR; FINANCIAL ADVISOR 3/20/2024, 1400 COMPUTER DR., SUITE 201, WESTBOROUGH, MA, 01581. HOURS 160 PER MONTH PTG WEALTH ADVISORS; FINANCIAL ADVISOR 3/20/2024. 445 HUTCHINSON AVE, SUITE 860, COLUMBUS, OH 43235. HOURS 160 PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-11 |
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