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1485 Lexington Ave., Mansfield, OH 44907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED | 2022-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Dublin | OH | 04/2021 | 10/2022 |
| Mml Investors Services | Dublin | OH | 06/2021 | 10/2022 |
| Montgomery Inn | Dublin | OH | 08/2015 | 01/2017 |
| Doordash | Upper Arlington | OH | 01/2017 | 06/2021 |
| Color World Housepainting | Powell | OH | 10/2019 | 04/2021 |
| The University Of Akron | Akron | OH | 07/2017 | 05/2021 |
| Dublin City Schools | Dublin | OH | 05/2011 | 07/2017 |
| Whitaker-Myers Wealth Managers, Ltd. | Mansfield | OH | 10/2022 | Present |
| Skylight Financial Group | Dublin | OH | 06/2021 | 09/2022 |
| Innovative Solutions Insurance Services | El Segundo | CA | 11/2022 | Present |
1) Innovative Solutions Insurance Services; Investment related: Yes; Location: 222 N Pacific Coast Hwy Suite 2000 El Segundo CA 90245 USA; Description: They are a broker of life insurance. Their function is to quote me the best prices for the clients out of many carriers so that I can choose the best option for the client.; Position Title: Agent; Responsibilities Duties: Sell the policy; Start date: 2022-11-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-08 |
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