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2651 Shawnee Rd, Lima, OH 45806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-06 |
| TX | RA | APPROVED | 2022-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Lima | OH | 07/2011 | 05/2022 |
| Trueblood Wealth Management, Llc | Lima | OH | 06/2022 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 05/2022 | Present |
1. Trueblood Wealth Management, LLC. Investment Related. At Registered Location. Financial Advice. Advisor and Owner. 05/2022. 160 Hrs/Mo; All During Trading Hours. Provide Financial Advice and Guidance. 2. PKS Financial. Investment Related. 80 State Street, Albany, NY 12207. Fixed / Traditional Insurance. Agent. 05/2022. 10 Hrs/Mo; All During Trading Hours. Sales of Fixed / Traditional Insurance Products. 3. The Lima Shawnee Alumni Legacy Scholarship Fund. 3333 Zurmehly Rd, Lima, OH 45806. College Scholarship for High School Students. Board Member. 09/2021. 2 Hrs/Mo; 1 During Trading Hours. Help with the Governing Rules and New Board Member Process. 4. Fixed Insurance. Investment Related. At Reported Location. Fixed / Traditional Insurance. Agent. 05/2022. 10 Hrs/Mo; All During Trading Hours. Sales of Fixed / Traditional Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-21 |
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