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335 Madison Ave., Suite 5H, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
| NY | RA | APPROVED | 2023-01-30 |
| OH | RA | APPROVED | 2023-01-30 |
Branch Locations
335 Madison Ave., Suite 5H, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Local Ledgers, Llc | Columbus | OH | 01/2016 | 12/2016 |
| Sws Partners, Llc | Columbus | OH | 04/2016 | 04/2022 |
| Barrett Wealth Planning Llc; D.B.A. Lamplighter Wealth Planning | Columbus | OH | 09/2022 | 11/2024 |
| Fruitful | New York | NY | 01/2023 | Present |
| Unemployed | Columbus | OH | 04/2022 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-25 |
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