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475 Metro Place S. Suite 460, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-02 |
Branch Locations
475 Metro Place S. Suite 460, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc. | Covington | KY | 11/2014 | 08/2020 |
| Pds Planning, Inc. | Dublin | OH | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-02 |
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