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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-16 |
Branch Locations
5826 Lewis Avenue, Toledo, OH 43612 • United States
2548 Navarre Avenue, Oregon, OH 43616 • United States
100 W. South Boundary, Perrysburg, OH 43551 • United States
1490 Holland Road, Maumee, OH 43537 • United States
3205 Secor Road, Toledo, OH 43606 • United States
6730 West Central Avenue, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance | Fremont | CA | 08/2016 | 11/2017 |
| Mml Investors Services | Fremont | CA | 01/2017 | 11/2017 |
| Allstate Financial Services, Llc | Lincoln | NE | 11/2017 | 01/2021 |
| The Huntington Investment Company | Columbus | OH | 01/2021 | 12/2021 |
| The Huntington National Bank | Sylvania | OH | 01/2021 | 12/2021 |
| Massmutual Life Insurance Company | Toledo | OH | 12/2021 | 01/2022 |
| Mml Investors Services, Llc | Toledo | OH | 01/2022 | 09/2022 |
| Citizens Securities, Inc. | Toledo | OH | 09/2022 | 07/2023 |
| Lpl Financial Llc | Maumee | OH | 07/2023 | 07/2026 |
| Sun Federal Credit Union | Maumee | OH | 07/2023 | 07/2026 |
| Pnc Wealth Management | Toledo | OH | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-03 |
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