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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-28 |
| OH | RA | APPROVED | 2019-06-24 |
Branch Locations
Whitehouse, OH • United States
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Sylvania | OH | 12/2012 | 06/2019 |
| Venture Visionary Partners Llc | Sylvania | OH | 06/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2019 | 03/2023 |
1. Licensed Independent insurance agent, Investment Related, Sylvania, OH, , Property, Casualty, Life, Variable, Health, Accidental & Health, 06/2019, 0-1hrs per month 2. PLANADVISER Advisory Board (ISS Media), Investment Related, New York, NY, charitable, guide PLANADVISER reporting, inform structure, content and speakers for events, Board Member, 1 hour per month, 1 hour during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-06 |
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