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Dayton, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healthcare Services | Bellbrook | OH | 10/2005 | Present |
| Greenrock Advisory | Bellbrook | OH | 05/2011 | Present |
EMPLOYEE - SUPPORT ROLE, BELLBROOK/OH, NOT INVESTMENT RELATED, HEALTHCARE SERVICES BUSINESS, NO CONFLICTS OF INTEREST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-15 |
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