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9936 Old Union Rd., Union, KY 41091 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-22 |
| OH | RA | APPROVED | 2025-06-17 |
| KY | RA | APPROVED | 2025-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legatus Insurance, Llc | Union | KY | 05/2026 | Present |
| Strategic Wealth Partners, Ltd. | Independence | OH | 05/2019 | 03/2025 |
| Muskingham University | New Concord | OH | 08/2015 | 05/2019 |
| Lloyd Financial Group Llc | Union | KY | 03/2025 | Present |
1) Legatus Insurance, LLC; Investment Related; 9936 Old Union Road, Union, Kentucky 41091; Insurance Agent; 05/2026; Hours/Month- 10; Provide Insurance Advice & Recommend Appropriate Insurance Products To Clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-28 |
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