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1078 Commerce Parkway, Ashland, OH 44805 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lighthouse Wealth Management | Ashland | OH | 11/2021 | Present |
| Milliron Iron & Metal, Inc. | Shelby | OH | 12/2014 | 09/2016 |
| Homemaker | Ashland | OH | 09/2016 | 09/2019 |
| Southview Grace Brethren Church | Ashland | OH | 09/2019 | Present |
| Genesis Christian Academy | Ashland | OH | 09/2019 | 05/2023 |
| Fresenius Medical Care | Mansfield | OH | 12/2020 | 02/2021 |
| Concept Manufacturing, Llc | Ashland | OH | 04/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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