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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-06 |
Branch Locations
127 W. 5Th Street, Marysville, OH 43040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-22 |
| TX | RA | APPROVED | 2023-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccarthy & Cox Retirement & Estate Specialists Llc | Marysville | OH | 01/2019 | 01/2022 |
| Abercrombie & Fitch | New Albany | OH | 08/2012 | 02/2017 |
| Ohio State University | Columbus | OH | 01/2017 | 12/2018 |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | 12/2023 |
| Commonwealth Financial Network | Waltham | MA | 01/2019 | 02/2022 |
| Mccarthy & Cox Retirement & Estate Specialists Llc | Marysville | OH | 01/2022 | 01/2026 |
| Kintra Wealth, Llc | Marysville | OH | 01/2026 | Present |
Fixed insurance sales; as of 06/01/2022; Less than 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
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