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325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-21 |
Branch Locations
325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce, Fenner & Smith, Inc. | Dublin | OH | 01/2008 | 09/2021 |
| Bank Of America, N.A. | Dublin | OH | 05/2011 | 09/2021 |
| Ausdal Financial Partners, Inc | Davenport | IA | 09/2021 | Present |
| Gryphon Financial Partners | Columbus | OH | 09/2021 | Present |
INSURANCE SALES; INVESTMENT RELATED; COLUMBUS, OH; INSURANCE SALES; AGENT; ACTIVITY BEGAN 02/2005; I DEVOTE 1 HOUR TO THIS ACTIVITY WITH 1 HOUR DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS TO MEET CLIENT NEEDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-09 |
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