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118 E Main St., New Albany, OH 43054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flora Homecare, Llc | Milwaukee | WI | 06/2018 | 10/2023 |
| University Of Wisconsin-Madison | Madison | WI | 09/2021 | 05/2025 |
| Koppa Tennis Camp | Glendale | WI | 06/2021 | 07/2021 |
| Clf Asset Management | Madison | WI | 06/2024 | 08/2024 |
| Your Financial Pharmacist Planning, Llc | New Albany | OH | 06/2025 | Present |
| Unemployed | Glendale | WI | 11/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-20 |
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