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121 S. Broad St, Lancaster, OH 43130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Srs Wealth Management | Lancaster | OH | 06/2026 | Present |
| Asset Management And Protection Services, Llc | Lancaster | OH | 03/2025 | Present |
| Superior Retirement Solutions | Lancaster | OH | 02/2025 | Present |
| Simple Forms, Llc | Cambridge | OH | 03/2016 | 03/2025 |
| Carbonless & Cut Sheet Forms, Inc | New Concord | OH | 07/2003 | 02/2025 |
1) Superior Retirement Solutions - Is investment Related - 121 S Broad St, Lancaster, OH 43130 - Insurance Related - Client Relationship Specialist - Insurance Consultant - 02/2025 - 10-20 Hours - 5 Hours - Maintain Relationships with the Active Clients 2) Asset Management and Protection Services, LLC - Is investment Related - 121 S Broad St, Lancaster, OH 43130 - DBA for Insurance Business - Owner - 03/2025 - 10 Hours - 5 Hours - Insurance Producer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
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