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6125 Memorial Drive, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-10-22 |
| IL | RA | APPROVED | 2025-10-12 |
| KY | RA | APPROVED | 2025-10-12 |
| PA | RA | APPROVED | 2025-10-12 |
| VA | RA | APPROVED | 2025-10-12 |
| OH | RA | APPROVED | 2024-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Cincinnati | Cincinnati | OH | 11/2017 | 04/2020 |
| Gioffre Companies | Dublin | OH | 05/2019 | 08/2019 |
| Student Painters | Shelby Charter Twp | MI | 01/2018 | 08/2018 |
| Ralph Lauren | Sunbury | OH | 11/2016 | 05/2017 |
| City Of Delaware | Delaware | OH | 05/2017 | 08/2017 |
| Student | Delaware | OH | 08/2013 | 05/2017 |
| Student | Cincinnati | OH | 08/2017 | 05/2021 |
| Unemployed | Delaware | OH | 08/2009 | 11/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2020 | 06/2022 |
| Northwestern Mutual Investment Services Llc | Columbus | OH | 04/2021 | 06/2022 |
| Meeder Public Funds, Inc. | Dublin | OH | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
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