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7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED | 2025-03-12 |
Branch Locations
Worthington, OH • United States
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2025-01-13 |
Branch Locations
Worthington, OH • United States
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services | San Diego | CA | 09/2014 | 12/2023 |
| Beechmont Financial Group Llc | Columbus | OH | 12/2023 | 04/2024 |
| Xypn Invest | Worthington | OH | 02/2024 | 04/2025 |
| Nectarine | Worthington | OH | 01/2025 | Present |
| Forefront Wealth Partners | Worthington | OH | 03/2025 | Present |
| Calton & Associates, Inc. | Tampa | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-30 |
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