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5650 Blazer Parkway Suite 112, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-27 |
| IN | RA | APPROVED | 2025-06-10 |
| OH | RA | APPROVED | 2024-02-20 |
Branch Locations
5650 Blazer Parkway Suite 112, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marathon Petroleum Corportation | Findlay | OH | 01/2019 | 10/2020 |
| Speedway Llc | Enon | OH | 01/2007 | 12/2019 |
| Roger Smith Insurance | Tiffin | OH | 04/2014 | 02/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2021 | 02/2024 |
| Northwestern Mutual Investment Services, Llc | Findlay | OH | 03/2021 | 02/2024 |
| Parallel Equity Advisors Ltd. | Dublin | OH | 02/2024 | Present |
| Symphony Partners Advisory Ltd., Llc | Dublin | OH | 02/2024 | Present |
| Fortune Financial Services | Monaca | PA | 03/2024 | Present |
Symphony Partners Advisory LTD., LLC; Yes; Dublin, OH; Insurance Sales; Insurance Agent; 02/2024; 25-30 HRS/MO; 25-30 HRS/MO Affiliated with Parallel Equity Advisors (CRD: 153265). Practicing IAR, hours vary based on need. No longer active as author of any publications, nor compensated as such. Fortune Financial Services; Investment related; Registered Representative; Monaca, PA; Start date 03/2024; Approximately 10% of time
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-10 |
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