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4182 Worth Ave, Columbus, OH 43219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 02/2021 | 03/2021 |
| Eagle Financial Solutions | Gahanna | OH | 05/2017 | Present |
| Key Blue Prints | Cincinnati | OH | 06/2014 | 04/2017 |
| Subway - Gilligan Oil Company | Cincinnati | OH | 10/2012 | 04/2017 |
| Student | Cincinnati | OH | 09/2010 | 04/2017 |
| Delta Capital Management, Inc. | Dublin | OH | 07/2021 | 11/2022 |
| Efs Wealth Management Llc. | Columbus | OH | 10/2023 | Present |
1.) EAGLE FINANCIAL SOLUTIONS; YES INVESTMENT RELATED; 4285 MORSE RD GAHANA OH, 43230; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 05/2017; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-05 |
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