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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio University | Athens | OH | 08/2016 | 05/2019 |
| Ohio University Credit Union | Athens | OH | 05/2018 | 11/2018 |
| Union Country Club | Dover | OH | 05/2014 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2019 | 12/2019 |
| Northwestern Mutual Investment Services Llc | Canton | OH | 06/2019 | 12/2019 |
| Citizens Bank | Cuyahoga Falls | OH | 01/2020 | 12/2020 |
| Citizens Securities Inc. | Cuyahoga Falls | OH | 01/2020 | 12/2020 |
| Citizens Securities, Inc | Westwood | OH | 07/2022 | 10/2022 |
| Citizens Bank, N.A | Rocky River | OH | 07/2022 | 10/2022 |
| Citizens Bank, N.A | Brecksville | OH | 01/2021 | 07/2021 |
| Ohio University | Athens | OH | 08/2021 | 07/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | 08/2024 |
| Citizens Bank, N/A | Rocky River | OH | 10/2022 | 08/2023 |
| Citizens Bank, N.A | Broadview Heights | OH | 08/2023 | 08/2024 |
| Avantax Insurance Agency, Llc | Westerville | OH | 09/2024 | 09/2025 |
| Avantax Investment Services, Inc. | Westerville | OH | 09/2024 | 09/2025 |
| Avantax Planning Partners | Westerville | OH | 09/2024 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Dubuque | IA | 10/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Dubuque | IA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-10 |
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