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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-27 |
| OH | RA | APPROVED | 2025-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Financial | Columbus | OH | 04/2016 | 04/2021 |
| Nsllc | Columbus | OH | 11/2016 | 10/2018 |
| Kestra Advisory Services, Llc | Canal Winchester | OH | 06/2021 | 02/2023 |
| Wealthpoint, Llc | Phoenix | AZ | 04/2021 | 05/2023 |
| Tracht Financial Solutions | Canal Winchester | OH | 02/2023 | 05/2023 |
| Jackson Hewitt | Columbus | OH | 01/2019 | 04/2019 |
| Fedex Ground | Groveport | OH | 10/2019 | 06/2020 |
| Mcdonald's | Canal Winchester | OH | 07/2017 | 01/2018 |
| Edward Jones | St Louis | MO | 05/2023 | 11/2023 |
| Madison Avenue Securities | San Diego | CA | 12/2023 | Present |
| Impact Wealth Llc | Boulder | CO | 11/2023 | Present |
| Csenge Advisory Group | Clearwater | FL | 03/2025 | Present |
1.) Name: Impact Wealth; Address: 4770 Baseline Rd Suite 380, Boulder, CO 80303; Investment Related: Yes; Position: Wealth Advisor; Duties: Servicing existing clients, selling services to new clients, financial planning, and product experience; Hours Per Week: 40 Hours; Start Date: 11/13/2023; 2.) Name: Csenge Advisory Group; Address: 4755 E Bay Dr, Clearwater, FL 33764; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Comprehensive wealth services; Hours Per Week: 10 Hours; Start Date: 11/20/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-31 |
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