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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-20 |
Branch Locations
192 Ballard Court Suite 400, Virginia Beach, VA 23462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 05/2012 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 05/2012 | Present |
| Walsh & Nicholson Financial Group | Lincoln | NE | 06/2012 | Present |
| Major League Soccer | New York | NY | 07/2012 | Present |
| Fc Dallas-Major League Soccer | Frisco | TX | 03/2014 | 10/2019 |
| Red Bull New York | Harrison | NJ | 04/2015 | Present |
| The Ascent Group, Llc | Wayne | PA | 05/2021 | Present |
| Triad Advisors | Norcross | GA | 02/2023 | 08/2024 |
| Osaic Wealth, Inc. | Wayne | PA | 08/2024 | Present |
1)Alera Group,Inc;investment related;3 Parkway N,Deerfield,IL 60015;employed by Alera Group;associate;1/2/2023;160 hrs/month;130 hrs during trading;continue to act as a RR,IAR,and insurance agent as applicable to continue serving my existing clients as well as new clients 2)The Ascent Group;investment related;5029 Corporate Woods Drive,Suite 200,Virginia Beach,VA 23462;SEC registered RIA;investment advisor representative;5/15/2021;160 hrs/month;130 hrs during trading;provide investment advice to clients in return for an advisory fee 3)Fixed insurance-multiple carriers;investment related;119 W Wayne Ave,Wayne,PA 19087;licensed as an independent insurance agent for the purpose of selling fixed insurance products;broker;6/4/2012;160 hrs/month;130 hrs during trading;sell fixed insurance products 4)Red Bull New York;not investment related;600 Cape May St,Harrison,NJ 07029;game radio color analyst for their radio network;radio analyst;4/1/2015;10 hrs/month;0 hrs during trading;radio personality for games for Red Bull NY in Major League Soccer, provide commentary 5)Walsh & Nicholson Financial Group;investment related;119 W Wayne Ave,Wayne,PA 19087;licensed as an independent insurance agent for the purpose of selling fixed insurance products;EVP,senior advisor;6/1/2012;160 hrs/month;130 hrs during trading;dba marketing name 6)Major League Soccer;not investment related;420 Fifth Ave,7th Floor,New York,NY 10018;matchday evaluator for Major League Soccer games;matchday evaluator;6/1/2012;4 hrs/month;0 hrs during trading;provide game analysis for Major League Soccer/league office 7)Youth Soccer Coach;not investment related;112 Lowrys Ln,Bryn Mawr,PA 19010;youth soccer coach with limited responsibilities;youth soccer coach;8/21/2021;4 hrs/month;0 hrs during trading;youth soccer coach for local soccer club,Radnor Soccer Club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-26 |
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