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20 West Ohio Avenue, Mount Vernon, OH 43050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Pensacola | FL | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2021 |
| E*Trade Securities Llc | Alpharetta | GA | 07/2021 | 04/2026 |
| E*Trade Capital Management Llc | Alpharetta | GA | 07/2021 | 04/2026 |
| Scottrade, Inc. | Pensacola | FL | 08/2016 | 01/2018 |
| Unemployed | Pensacola | FL | 02/2021 | 06/2021 |
| Morgan Stanley | Alpharetta | GA | 03/2023 | 04/2026 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 04/2026 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 04/2026 |
| Mount Vernon Financial, Llc | Mount Vernon | OH | 04/2026 | Present |
(A) 1. Rental Property 2. Investment Related:Yes; 3. Pensacola, Florida 4. Rental Property 5. Owner 6. Start Date:5/1/2015 7. Hours per month: 0-10 8. Hours per month during securities trading hours: No 9. Description of Duties: I am the owner of the property and collect rent and take care of maintenance (B) 1. Rental Property 2. Investment Related:Yes 3. Pensacola, Florida 4. Rental Property 5. Landlord 6. Start Date:3/15/2019 7. Hours per month: 0-10 8. Hours per month during securities trading hours: No 9. Description of Duties: Collect rent and maintain property. *520559- Rental property; Investment related-Yes; Pensacola, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 4; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-22 |
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