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706 Deerfield Rd., Lebanon, OH 45036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-11 |
| OH | RA | APPROVED | 2026-03-11 |
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 12/2014 | 02/2021 |
| Mwa Financial Services Inc | Rock Island | IL | 07/2015 | 02/2021 |
| Pruco Securities, Llc. | Cincinnati | OH | 02/2021 | 11/2024 |
| Prudential Insurance Company Of America | Cincinnati | OH | 03/2021 | 01/2026 |
| Lpl Enterprise, Llc | Wilmington | OH | 11/2024 | 02/2026 |
| Kld Wealth Management | Lebanon | OH | 02/2026 | Present |
1) 12/27/2024 - Lucky Lane Farms - Farm - Complete the bookkeeping/accounting for the family farm operations - Not INV Related - At Hillsboro, OH - Start Date 05/05/2014 - 20hrs/mth - 0hrs During Trading 2) Independent Insurance Agent; Investment Related; LOA in Accident & Health/Life/Variable; Start Date 12/2014; Approx 0 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-04 |
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