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35 Park Avenue, Dayton, OH 45419 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright State University | Dayton | OH | 01/2019 | 05/2021 |
| Sinclair Community College | Dayton | OH | 08/2016 | 08/2019 |
| Larosa's Pizzeria | Centerville | OH | 01/2016 | 12/2017 |
| Jessup Wealth Management | Dayton | OH | 07/2020 | 01/2022 |
| Riegel Financial | Dayton | OH | 01/2020 | 02/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | 01/2023 |
| Jessup Wealth Management | Dayton | OH | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-13 |
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