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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-28 |
Branch Locations
455 Hutchinson Avenue Suite 860, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patterson Turner & Associates At Raymond James | Columbus | OH | 07/2021 | Present |
| Cleveland Browns Radio Netwok | Cleveland | OH | 09/2019 | Present |
| None | Powell | OH | 01/2019 | 09/2019 |
| New York Giants | East Rutherford | NJ | 11/2017 | 01/2019 |
| None | Powell | OH | 09/2017 | 11/2017 |
| Cleveland Browns | Cleveland | OH | 07/2011 | 09/2017 |
| Raymond James Financial Services Advisors | Columbus | OH | 06/2022 | Present |
| Boston Harbor Wealth Advisors | Columbus | OH | 07/2021 | Present |
| World Investments, Inc | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
(1)Name of Business: Boston Harbor Wealth Advisors Address: 445 Hutchinson Avenue, Columbus, OH, 43235, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: BHWA is my OSJ (2)Name of Business: Patterson, Turner & Associates Address: 445 Hutchinson Avenue, Columbus, OH, 43235, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-24 |
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