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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-21 |
Branch Locations
7000 Fitzwater Rd, Suite 110, Brecksville, OH 44141 • United States
Marysville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 09/2019 | 02/2021 |
| Upshift | Cincinnati | OH | 10/2017 | 04/2018 |
| Unemployed | Columbus | OH | 04/2018 | 03/2019 |
| Ohio State University | Columbus | OH | 08/2012 | 05/2017 |
| Unemployed | Columbus | OH | 05/2017 | 10/2017 |
| Solomon Page For Morgan Stanley | Columbus | OH | 03/2019 | 03/2020 |
| Mml Investors Services | Dublin | OH | 07/2021 | 02/2022 |
| Mass Mutual Life Insurance Company | Dublin | OH | 06/2021 | 02/2022 |
| Unemployed | Columbus | OH | 02/2021 | 06/2021 |
| Mass Mutual Life Insurance Company | Dublin | OH | 03/2022 | 02/2023 |
| Mml Investors Services, Llc | Dublin | OH | 03/2022 | 02/2023 |
| Cetera Advisors Llc | St Cloud | MN | 03/2023 | Present |
| Fht Advisors | Brecksville | OH | 03/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: FHT ADVISORS , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2023 , POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-24 |
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