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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-19 |
Branch Locations
6641 N. High St. Suite 200, Worthington, OH 43085 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 02/2016 | 01/2021 |
| Morgan Stanley | Columbus | OH | 01/2021 | 10/2023 |
| E*Trade Securities, Llc | Columbus | OH | 01/2022 | 10/2023 |
| Young Wealth Management | Worthington | OH | 03/2024 | Present |
| Unemployed | Gahanna | OH | 10/2023 | 03/2024 |
*550435 - teacherspayteachers.com; Investment related: No; New York City, New York; Retail/Online Stores; Other (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 20; create and post content and sell it online at teacherspayteachers.com
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
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