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5200 Rings Road, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Columbus | OH | 06/2015 | 02/2017 |
| Northwestern Mutual Investment Services Llc | Columbus | OH | 01/2016 | 02/2017 |
| Unemployed | Grandview | OH | 02/2017 | 04/2017 |
| Waddell & Reed, Inc | Dublin | OH | 04/2017 | 04/2018 |
| The Ohio State University | Columbus | OH | 01/2018 | 01/2018 |
| Raymond James & Associates | Upper Arlington | OH | 07/2018 | 12/2020 |
| Big Ten Plus | Columbus | OH | 12/2018 | Present |
| Raymond James Financial Services, Inc. | New Albany | OH | 12/2020 | 01/2024 |
| Raymond James Financial Services Advisors, Inc. | New Albany | OH | 12/2020 | 01/2024 |
| Columbus Capital | New Albany | OH | 12/2020 | 01/2024 |
| Big Ten Network Plus | Columbus | OH | 01/2021 | 10/2021 |
| Everhart Advisors | Dublin | OH | 02/2024 | Present |
1) Licensed insurance agent in Ohio - Life and Health Insurance License
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-27 |
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