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1241 Nilles Road, Fairfield, OH 45014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | El Segundo | CA | 06/2016 | 11/2018 |
| Lpl Financial Llc | Fairfield | OH | 11/2017 | 11/2018 |
| Triad Advisors | Norcross | GA | 12/2018 | Present |
| Rik Saylor Financial | Fairfield | OH | 01/2023 | Present |
10/2024 - No Business Name - Investment Related - At Reported Business Location(s) - Other-NOTARY PUBLIC - Started 10/2024 - 1 Hour Per Month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-20 |
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