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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-29 |
Branch Locations
11 West Main Street, Logan, OH 43138 • United States
136 East Main Street, Circleville, OH 43113 • United States
148 W Main St, Lancaster, OH 43130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Newark | OH | 08/2014 | 11/2018 |
| Arcadia Financial Partners | Pickerington | OH | 11/2018 | 08/2019 |
| Prudential | Cincinnati | OH | 08/2019 | 01/2022 |
| Pruco Securities, Llc | Cincinnati | OH | 08/2019 | 01/2022 |
| Pruco Securities, Llc. | Columbus | OH | 02/2022 | 10/2022 |
| Prudential | Columbus | OH | 02/2022 | 10/2022 |
| United Planners Financial Services | Scottsdale | AZ | 10/2022 | 02/2024 |
| Matthew Ryan Mccleese Independent Insurance Agent | Columbus | OH | 10/2022 | 02/2024 |
| Tcp Asset Management, Llc | Columbus | OH | 10/2022 | 02/2024 |
| Matthew R Mccleese | Pataskala ( Can Travel) | OH | 09/2023 | 02/2024 |
| Pnc Investments | Lancaster | OH | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-27 |
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