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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-02 |
Branch Locations
716 Mt. Airyshire Boulevard, Suite 200, Columbus, OH 43235 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Reserve, Llc | Dublin | OH | 05/2019 | 02/2021 |
| Nationwide Children's Hospital | Columbus | OH | 05/2016 | 03/2020 |
| Independence Wealth Advisors | Independence | OH | 03/2021 | 12/2021 |
| Independence Wealth Advisors, Llc | Dublin | OH | 03/2021 | 12/2021 |
| Janney Montgomery Scott Llc | Columbus | OH | 12/2021 | 09/2022 |
| Janney Montgomery Scott Llc | Columbus | OH | 09/2022 | 01/2023 |
| Janney Montgomery Scott Llc | Columbus | OH | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
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