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6125 Memorial Drive, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Keeper | Plano | TX | 06/2017 | 06/2018 |
| Sambuca | Dallas | TX | 06/2015 | 06/2017 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 12/2020 | 10/2023 |
| J.P. Morgan Securities Llc | Dallas | TX | 12/2020 | 10/2023 |
| Tom Ferry | Plano | TX | 08/2020 | 11/2020 |
| Pegasus Pain Management | Dallas | TX | 01/2020 | 05/2020 |
| Mexican Bar Company | Plano | TX | 07/2019 | 03/2020 |
| Veritas Home Health | Plano | TX | 10/2019 | 01/2020 |
| Myutilities | Dallas | TX | 01/2019 | 06/2019 |
| Mylestone Plans | Rockville | MD | 06/2018 | 11/2018 |
| Lincoln Financial Advisors | Dallas | TX | 04/2016 | 05/2018 |
| Els Wealth Management | Desoto | TX | 10/2017 | 05/2018 |
| Lincoln Financial Advisors Corporation | Rockville | MD | 07/2018 | 11/2018 |
| Unemployed | Plano | TX | 12/2018 | 12/2018 |
| Unemployed | Plano | TX | 06/2020 | 07/2020 |
| Hilltop Securities Inc. | Dallas | TX | 10/2023 | 01/2026 |
| Meeder Public Funds, Inc. | Dublin | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-11 |
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