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6784 Loop Road Suite# 208, Centerville, OH 45459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-07 |
Branch Locations
6784 Loop Road Suite# 208, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Wealth Group, Llc | Dayton | OH | 01/2026 | Present |
| Fidelity Investments | Cincinnati | OH | 08/2024 | 10/2025 |
| York Golf Club | Columbus | OH | 05/2024 | 07/2024 |
| Total Quality Logistics | Columbus | OH | 02/2024 | 05/2024 |
| York Golf Club | Columbus | OH | 08/2023 | 11/2023 |
| Large Bar Llc | Columbus | OH | 01/2022 | 01/2024 |
| Mitchell Insurance | Columbus | OH | 05/2022 | 08/2022 |
| Osu Office Of Student Life | Columbus | OH | 09/2021 | 05/2022 |
| Cassady Schiller | Cincinnati | OH | 06/2021 | 08/2021 |
| The Ohio State University | Columbus | OH | 08/2019 | 12/2023 |
| Cincinnati Country Club | Cincinnati | OH | 06/2020 | 08/2020 |
| Kroger | Cincinnati | OH | 04/2020 | 08/2020 |
| Osu Office Of Student Life | Columbus | OH | 09/2019 | 03/2020 |
| Cincinnati Country Club | Cincinnati | OH | 04/2019 | 08/2019 |
| Coney Island | Cincinnati | OH | 05/2018 | 08/2018 |
| Gordon Food Service | Cincinnati | OH | 06/2017 | 08/2017 |
| High School | Cincinatti | OH | 03/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
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