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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED_RES | 2020-04-29 |
| OH | RA | APPROVED | 2012-07-05 |
Branch Locations
7965 North High Street, Suite 150, Columbus, OH 43235 • United States
10100 Innovation Dr Ste 120, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Miamisburg | OH | 09/2014 | Present |
NAME OF ENTITY: independent insurance agent; Yes; 10100 INNOVATION DR STE 120; MIAMISBURG; OH; 45342; FIXED INSURANCE SALES; independent insurance agent; 8/9/2012; 160; 160; sales and service of fixed insurance products|NAME OF ENTITY:St. Vincent DePaul; No; 9499 COLUMBIA ROAD; LOVELAND; OH; 45140; NON-PROFIT ORGANZIATION.; Vice President; 7/1/2012; 4; 0; Creating and distributing a quarterly on-call schedule Keeping the member roster up to date Assist with putting new call teams in place Presiding over all meetings when the president is unavailable|NAME OF ENTITY:Clan Crawford Association; No; 8650 N 65th Ave, Unit 327; Glendale; AZ; 75302; Ad Hoc Member of the Board of Directors for the Clan Crawford Association. This is a non-profit organization to gather and advance the study of the of the Scottish Crawford surname.; Ad Hoc Board Member; 6/4/2022; 1; 0; As an Ad Hoc Member, I do not have specific responsibilities and I am not an officer. I am available to help the board with decision making and can volunteer for association projects.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-06 |
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