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3600 Olentangy River Road Building 501, Columbus, OH 43214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-05 |
Branch Locations
3600 Olentangy River Road Building 501, Columbus, OH 43214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise Llc | Newark | NJ | 01/2026 | 04/2026 |
| Wendy's | Grove City | OH | 08/2020 | 08/2022 |
| Fedex | Grove City | OH | 05/2023 | 08/2023 |
| Bgsu Dining | Bowling Green | OH | 09/2023 | 05/2024 |
| Swan Manufacturing | Columbus | OH | 05/2024 | 08/2024 |
| Swan Manufacturing | Columbus | OH | 05/2025 | 08/2025 |
| Ups | North Baltimore | OH | 10/2025 | 10/2025 |
| White Water Express | Bowling Green | OH | 10/2025 | 04/2026 |
| Fedex | Grove City | OH | 05/2024 | 05/2024 |
| Bowling Green State University | Bowling Green | OH | 08/2022 | 09/2025 |
| Grove City High School | Grove City | OH | 01/2016 | 08/2020 |
| Swan Manufacturing | Columbus | OH | 12/2024 | 01/2025 |
| Bowling Green State University | Bowling Green | OH | 08/2023 | 05/2024 |
| Peak Retirement Planning, Inc. | Columbus | OH | 05/2026 | Present |
1. 01/20/2026 - Dylon Woolwine N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Sunbury OH - OBA start date: 01/15/2026 - 160 Hrs/Mth - 160 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-24 |
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