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35 Park Avenue, Dayton, OH 45419 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jessup Wealth Management | Dayton | OH | 09/2015 | Present |
| Commonwealth Financial Newtork | Waltham | MA | 09/2016 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 01/2023 |
1. Fixed Insurance Sales, As of 05/29/2017; Less than 1% of time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. President and Owner, McEvily, Inc., a private entity established as an operating company to facilitate securities business expenses; As of 02/01/2018; Less than 1% of time spent during securities trading hours per month; Not conducted at branch location; Investment related. 3. Dayton Country Club, Board Member and Secretary. As of 8/18/24; no time spent during securities trading hours per month; not conducted at branch location, not investment related. 4. M2 Capital Holdings, LLC – Founding Member and 50% Owner of a private real estate rental LLC. The activity consists of ownership and oversight of residential rental property. The business is not investment-related and does not provide investment advisory, brokerage, or securities-related services. Estimated annual income is approximately $5,000. Time devoted to the activity is approximately 1–2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-18 |
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