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4604 Timber Commons Drive, Sandusky, OH 44870 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-23 |
Branch Locations
4604 Timber Commons Drive, Sandusky, OH 44870 • United States
5070 Waterford Dr., Sheffield Village, OH 44035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ashland University | Ashland | OH | 07/2016 | 12/2021 |
| Northwestern Mutual | Cleveland | OH | 05/2019 | 05/2020 |
| Donald M Graham & Associates, Inc. | Willard | OH | 05/2021 | 08/2021 |
| Rea & Associates, Inc. | Amherst | OH | 01/2022 | 07/2022 |
| Ashland University | Ashland | OH | 08/2022 | 12/2022 |
| Rea & Associates, Inc. | Medina | OH | 01/2023 | 05/2023 |
| Unemployed | Grafton | OH | 06/2023 | 10/2023 |
| Fidelity Investments | Westlake | OH | 11/2023 | 03/2024 |
| Unemployed | Grafton | OH | 04/2024 | 06/2024 |
| W.A. Smith Financial Group | Sheffield Village | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-21 |
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