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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-25 |
| SC | RA | APPROVED | 2022-09-12 |
| TX | RA | APPROVED_RES | 2021-04-22 |
| IN | RA | APPROVED | 2021-01-05 |
| FL | RA | APPROVED | 2019-06-10 |
| OH | RA | APPROVED | 2017-01-03 |
Branch Locations
5991 Chandler Court. Suite C, Westerville, OH 43082 • United States
6020 East Fulton, Ada, MI 49301 • USA
5991 Chandler Court Suite C, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 03/2016 | 12/2016 |
| American Prosperity Group | Pomton Plains | NJ | 03/2016 | 02/2018 |
| Koza'S Kids Inc | Columbus | OH | 01/2016 | Present |
| Hunter Thomas Inc | Lewis Center | OH | 01/2016 | Present |
| Willow Springs Homeowners Association | Lewis Center | OH | 11/2014 | 04/2017 |
| Usa Financial Securities | Ada | MI | 01/2017 | Present |
1. HUNTER THOMAS, INC DBA FIELDS FINANCIAL PLANNING - 5991 CHANDLER CT, SUITE C, WESTERVILLE, OH 43082. START DATE 02/15/2018. OWNER/PRODUCER. NON-VARIABLE AND ANNUITY SALES. INVESTMENT RELATED. 30 HOURS PER MONTH DEVOTED TO BUSINESS. 25 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2. LAW OFFICES OF KEVIN FIELDS, LLC - 5991 CHANDLER COURT SUITE C, WESTERVILLE, OH 43082. START DATE 09/7/2016, ATTORNEY PROVIDING LEGAL SERVICES, PRIMARILY PREPERATION OF ESTATE DOCUMENTS. NOT INVESTMENT RELATED. 10 HOURS PER MONTH DEVOTED TO BUSINESS. 8 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3. KOZA'S KIDS, INC. DBA THE LITTLE GYM OF POLARIS - 8645 SANCUS BLVD, COLUMBUS OH 43240. START DATE 3/1/2016. CO-OWNER OF GYYMNASTICS INSTRUCTION FRANCHISE. WHILE MY WIFE OPERATES AND MANAGES BUSINESS, I ASSIST WITH THE BUSINESS PLAN, MARKETING AND BOOKKEEPING. NOT INVESTMENT RELATED. 20 HOURS PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4. FINANCIAL AWARENESS FOUNDATION - 5991 CHANDLER COURT SUITE C, WESTERVILLE, OH 43082. START DATE 09/14/2016. AMBASSADOR & ADVISORY BOARD MEMBER. NON-PROFIT. PROMOTING FINANCIAL AWARENESS AND LITERACY THROUGH EDUCATIONAL OUTREACH TO THE PUBLIC. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-22 |
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