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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
3720 North High Street, Columbus, OH 43214 • United States
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Financial Services | Columbus | OH | 12/2013 | 06/2019 |
| Budros, Ruhlin & Roe | Columbus | OH | 06/2019 | 12/2021 |
| The Sherrington Group | Columbus | OH | 01/2022 | 06/2025 |
| Avior Wealth Management, Llc | Columbus | OH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-28 |
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