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Salem, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-12 |
| OH | RA | APPROVED | 2023-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners | Independence | OH | 02/2017 | 12/2019 |
| Lincoln Financial Advisors | Columbus | OH | 08/2016 | 02/2017 |
| Gentrust, Llc | Miami | FL | 07/2021 | 02/2023 |
| Summit Financial Strategies | Columbus | OH | 01/2020 | 07/2021 |
| Unrivaled Wealth Management Llc | Salem | OH | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
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