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Current Employers
Ministry Partners Securities, Llc

One Pointe Dr., Suite 205, Brea, CA 92821 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-18
TX RA APPROVED 2026-06-10
ID RA APPROVED 2026-06-05
OH RA APPROVED 2026-06-05
TN RA APPROVED 2026-06-04
CA RA APPROVED 2026-04-29
  • IL RA
    APPROVED
    Since 2026-06-18
  • TX RA
    APPROVED
    Since 2026-06-10
  • ID RA
    APPROVED
    Since 2026-06-05
  • OH RA
    APPROVED
    Since 2026-06-05
  • TN RA
    APPROVED
    Since 2026-06-04
  • CA RA
    APPROVED
    Since 2026-04-29

Branch Locations

8483 N. Millbrook Avenue, Suite 106, Fresno, CA 93720 • United States

1700 Woodlands Ministry Partners Securities, Maumee, OH 43567 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Camelot Portfolios, Llc Maumee OH 05/2013 08/2018
Oneascent Financial Services Birmingham AL 08/2018 08/2019
Howard Bailey Financial, Inc. Fort Wayne IN 10/2023 04/2026
Genacy Llc Perrysburg OH 08/2019 10/2023
Ministry Partners Securities Perrysburg OH 04/2026 Present
  • 05/2013 → 08/2018
    Maumee, OH
  • 08/2018 → 08/2019
    Oneascent Financial Services
    Birmingham, AL
  • 10/2023 → 04/2026
    Howard Bailey Financial, Inc.
    Fort Wayne, IN
  • 08/2019 → 10/2023
    Genacy Llc
    Perrysburg, OH
  • 04/2026 → Present
    Ministry Partners Securities
    Perrysburg, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-04
S65 Uniform Investment Adviser Law Examination 2023-11-03
  • S63 Uniform Securities Agent State Law Examination
    2026-08-04
  • S65 Uniform Investment Adviser Law Examination
    2023-11-03

View on SEC IAPD

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