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511 University Dr. E Suite 210, College Station, TX 77840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-17 |
Branch Locations
511 University Dr. E Suite 210, College Station, TX 77840 • United States
655 Metro Place South Suite 100, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dugan & Brown Llc | Dublin | OH | 08/2025 | Present |
| Student | Columbus | OH | 08/2023 | 08/2024 |
| The Crest | Clintonville | OH | 06/2020 | 04/2021 |
| Condado | Polaris | OH | 08/2018 | 06/2020 |
| Masseys Pizza | Grove City | OH | 04/2015 | 08/2018 |
| Student | Wilmington | OH | 05/2015 | 05/2018 |
| L & W Financial Llc | College Station | TX | 08/2025 | Present |
| Dugan & Brown | Dublin | OH | 07/2024 | 08/2025 |
| Woodrow & High Llc | Columbus | OH | 11/2024 | Present |
| Unemployed | Columbus | OH | 04/2021 | 08/2023 |
Woodrow & High LLC; Owner; 11/2024; Small Business Acquisition; non-investment related; 20 hours per week; 1 trading hours per week OH Insurance License; Life Insurance Sales; non-investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
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