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135 E. Franklin St, Bellbrook, OH 45305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| OH | RA | APPROVED | 2017-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Springboro | OH | 10/2015 | 03/2017 |
| Bond-Tech, Inc. | Springboro | OH | 10/2016 | Present |
| Midwestern Insurance Management | Springboro | OH | 11/2016 | 12/2022 |
| Harbor Financial Services, Llc | Springboro | OH | 03/2017 | 02/2018 |
| Invest Capital Partners | Springboro | OH | 04/2017 | 12/2022 |
| Cantella & Co., Inc. | Boston | MA | 04/2018 | 12/2020 |
1) Insurance Agent for various agencies. Agent selling various lines on non securities insurance products. Hours/month 2, during trading hours: 2. Start date: 4/6/18 2) Shoop Properties LLC. Real estate management and holding company. Hours/month 2. Star date. Start date: 9/19/22
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-22 |
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