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6099 Frantz Road, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-12 |
Branch Locations
4031 Colonel Glenn Hwy Suite 122, Beavercreek, OH 45431 • United States
6099 Frantz Road, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Harbor Wealth Management, Llc | Dublin | OH | 07/2025 | Present |
| Safe Harbor Retirement Group, Llc | Dublin | OH | 07/2025 | Present |
| United States Air Force, National Air & Space Intelligence Cente | Wright-Patterson Afb | OH | 01/1989 | Present |
(1) United States Air Force, National Air & Space Intelligence Center (NASIC); No; Wright-Patterson AFB, OH; Military Intelligence; Chief Engineer; 120/ HRS MO; 120/ HRS MO (2) Safe Harbor Retirement Group, LLC; Yes; Dublin, OH; Insurance Services; Insurance Agent; 07/2025/ 20/ HRS MO; 20/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
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