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550 Polaris Parkway Suite 560, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-22 |
Branch Locations
550 Polaris Parkway Suite 560, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthbridge Capital Management, Llc | Westerville | OH | 05/2026 | Present |
| Charles Schwab & Co., Inc. | Denver | CO | 07/2016 | 05/2022 |
| Morgan Stanley | Dublin | OH | 07/2022 | 11/2022 |
| Tsg Advice Partners | Columbus | OH | 05/2022 | 06/2022 |
| Fidelity Investments | Columbus | OH | 06/2022 | 07/2022 |
| Charles Schwab & Co., Inc. | Columbus | OH | 11/2022 | 02/2023 |
| J.P. Morgan Securities Llc | Westerville | OH | 02/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-14 |
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