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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-22 |
| TX | RA | APPROVED | 2023-05-19 |
| OH | RA | APPROVED | 2022-06-16 |
| WI | RA | APPROVED | 2022-06-15 |
Branch Locations
4215 Worth Ave Suite 200, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Columbus | OH | 06/2020 | 02/2022 |
| Northwestern Mutual | Columbus | OH | 05/2019 | 11/2019 |
| Ohio University | Athens | OH | 08/2016 | 05/2020 |
| Pigskin Bar And Grill | Athens | OH | 04/2018 | 11/2019 |
| Hyre Personal Wealth Advisors | Columbus | OH | 06/2020 | 05/2022 |
| Raymond James Financial Services Advisors, Inc. | Columbus | OH | 02/2022 | 05/2022 |
| Baird | Columbus | OH | 06/2022 | Present |
Name/Address: Team Focus / Ashland, OH 44805 Start Date: 7/18/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Investment Committee Member Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-01 |
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