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Oakland, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Plans, Inc. | Westerville | OH | 01/2020 | Present |
| Bendan Publishing, Inc. | Ashland | OH | 10/2016 | 01/2020 |
| Grief, Inc. | Delaware | OH | 05/2016 | 10/2016 |
| Forusall, Inc. | Westerville | OH | 04/2024 | Present |
| Forusall Advisors, Llc | Westerville | OH | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-05 |
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