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135 E. Franklin St, Bellbrook, OH 45305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Capital Partners | Springboro | OH | 05/2019 | 07/2023 |
| Jxt Applications Inc. | Beavercreek | OH | 10/2018 | 05/2019 |
| Fresh Thyme Farmers Market | Beavercreek | OH | 02/2016 | 10/2018 |
| Clearcreek Custom Builders | Springboro | OH | 08/2020 | 11/2022 |
| Bond-Tech, Inc. | Bellbrook | OH | 01/2023 | Present |
| Red Barn Designs | St. Paris | OH | 10/2022 | Present |
Bond-Tech, Inc. Investment related. Investment Advisor Representative. Started 01/2023. 80 hours monthly; during trading hours. Red Barn Designs. Non-investment related. Co-owner. Wood crafts sales. Started 10/2022. 2 hours monthly; not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-07 |
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