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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
Branch Locations
One Easton Oval Suite 550, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Cincinnati | OH | 05/2020 | 01/2022 |
| Mml Investors Services, Llc | Cincinnati | OH | 05/2020 | 12/2021 |
| Ridgewood Ventures | Fort Thomas | KY | 10/2013 | 11/2024 |
| Pruco Securities, Llc. | Cincinnati | OH | 12/2021 | 11/2024 |
| Prudential Insurance Company Of America | Cincinnati | OH | 02/2022 | Present |
| Lpl Enterprise, Llc | Columbus | OH | 11/2024 | Present |
1) 10/25/2024 - MedMyWay, LLC - Health insurance and Medicare insurance broker - Non-Variable Insurance - Inv Related - At COLUMBUS, OH - Start Date 10/01/2009 - 80hrs/mth - 80hrs/mth During Trading 2) 10/14/2024 - Ridgewood Ventures, LLC - This is a holding company for my insurance business - Business Entity for Tax/Investment Purposes Only - Non Inv Related - At COLUMBUS, OH - Start Date 07/01/2007 - 1hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-19 |
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