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706 Deerfield Rd., Lebanon, OH 45036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-08 |
| OH | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED_RES | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kld Wealth Management | Lebanon | OH | 06/2026 | Present |
| Pruco Securities, Llc. | Columbus | OH | 03/2021 | 11/2024 |
| Unemployed | Tallmadge | OH | 12/2020 | 03/2021 |
| Kent State University | Kent | OH | 08/2020 | 12/2020 |
| Unemployed | Tallmadge | OH | 05/2020 | 08/2020 |
| Kent State University | Kent | OH | 08/2019 | 05/2020 |
| Autozone | Tallmadge | OH | 03/2020 | 04/2020 |
| Unemployed | Goshen | OH | 05/2019 | 08/2019 |
| Kent State University | Kent | OH | 01/2019 | 05/2019 |
| Dick's Sporting Goods | Cuyahoga Falls | OH | 03/2019 | 05/2019 |
| Uc Clermont College | Batavia | OH | 08/2018 | 01/2019 |
| Unemployed | Goshen | OH | 05/2018 | 08/2018 |
| Northern Kentucky University | Highland Heights | KY | 08/2017 | 05/2018 |
| Clermont County Engineer's Office | Batavia | OH | 06/2017 | 08/2017 |
| Blanchester High School | Blanchester | OH | 08/2016 | 06/2017 |
| Prudential Insurance Company Of America | Columbus | OH | 05/2021 | 11/2024 |
| Lpl Enterprise, Llc | Columbus | OH | 11/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-31 |
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