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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
1733 W Lane Ave, Columbus, OH 43221 • United States
1581 N High St, Columbus, OH 43221 • United States
659 High St, Worthington, OH 43085 • United States
25 North St, Dublin, OH 43017 • United States
752 High St, Worthington, OH 43085 • United States
1554 Polaris Pkwy Ste 325, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 07/2014 | 02/2019 |
| Sobe Partners Llc | Worthington | OH | 09/2014 | 01/2025 |
| Step Up Wealth Management Llc | Dublin | OH | 06/2018 | 02/2019 |
| Ameritas Investment Corp | Lincoln | NE | 02/2019 | Present |
| Creative Financial Partners | Perrysburg | OH | 02/2019 | 12/2021 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Deverna & Co Financial | Perrysburg | OH | 12/2021 | 11/2025 |
| The Wealth Lab | Worthington | OH | 10/2025 | Present |
| Central Ohio Financial Management Group | Worthington | OH | 11/2025 | Present |
The Wealth Lab; same as branch; inv rel; serve as a business name for my Ameritas practice in central Ohio; Owner; start date=10/2025; hrs/mo=200; trading hrs/mo=130; practice is fee-based advisory and I primarily utilize AssetMark, my day consists of sales calls, client and prospect meetings, and time for paperwork * Central Ohio Financial Management Group; same as branch; inv rel; financial services; Agent; start date=11/2025; hrs/mo=200; trading hrs/mo=130; my day consists of sales calls, client and prospect meetings, and time for paperwork
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