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690 Lee Road, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-13 |
Branch Locations
690 Lee Road, Wayne, PA 19087 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worthington Schools | Columbus | OH | 02/2011 | 01/2020 |
| Nationwide Securities, Llc | Columbus | OH | 08/2015 | 02/2018 |
| Nationwide Investment Services Corp | Columbus | OH | 02/2018 | 01/2023 |
| Symetra Life Insurance Company | Bellevue | WA | 01/2023 | 04/2026 |
| Symetra Securities, Inc. | Bellevue | WA | 01/2023 | 04/2026 |
| Hartford Funds Distributors, Llc | Wayne | PA | 05/2026 | Present |
| Hartford Funds Management Company, Llc | Wayne | PA | 05/2026 | Present |
Effective 11/1/2022: Partner at Haldeman Enterprises, LLC in Delaware, OH. LLC is used to buy and sell land and trucking/farming equipment and to invest in small businesses. 5 hours a month devoted to the business, none during security trading hours. Non-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-31 |
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