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Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-10 |
| OH | RA | APPROVED | 2024-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dublin | OH | 11/2014 | 05/2017 |
| New York Life | Dublin | OH | 11/2014 | 05/2017 |
| Eagle Strategies Llc | Dublin | OH | 08/2015 | 05/2017 |
| Mass Mutual Life Insurance Company | Dublin | OH | 07/2017 | 09/2018 |
| Mml Investors Services | Dublin | OH | 09/2017 | 09/2018 |
| The Prudential Insurance Company Of America | Columbus | OH | 09/2018 | 06/2021 |
| Pruco Securities, Llc | Columbus | OH | 09/2018 | 06/2021 |
| Lincoln Investment | Fort Washington | PA | 05/2023 | Present |
| Capital Analysts | Fort Washington | PA | 05/2023 | Present |
| Lincoln Financial Group | Dublin | OH | 07/2021 | 04/2023 |
| The Zois Group Llc | Dublin | OH | 05/2024 | Present |
| Meritum Wealth Management Llc | Dublin | OH | 05/2024 | Present |
ADVOCATE HEALTH POSITION: Licensed Agent NATURE: Medicare Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 5438 Aubrey Loop, Dublin OH 43016, United States DESCRIPTION: Agent offering Medicare Advantage and Supplement products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-08 |
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