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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raising Cane's | Lancaster | OH | 05/2023 | Present |
| Ohio University Club With Etp Wealth Management | Lancaster | OH | 07/2024 | Present |
| Ohio University | Athens | OH | 08/2025 | Present |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 04/2026 | Present |
| Primary & Secondary School | Lancaster | OH | 04/2016 | 06/2025 |
(1. Raising Cane's; Not investment-related; Baton Rouge, Louisiana; Nature: Fast-food; Position: Crewmember; Start: 05/2023; Approximately 20 hours/month during academic months, with 0 hrs/mo anticipated May through August. (2. Ohio University Club coordinating with ETP Wealth Management; Investment-related; Walnut Creek, California; Nature of business: Financial Planning; Position: Workshop Coordinator; Start: 07/2024; Anticipate 24 hrs/mo during academic months & 160 hrs/mo during summers (May 1st - August 21st) with all hours during securities trading hours; Duties: market updates and research. (3. Insurance; Investment-related; Licensed for Ohio Life, Accident & Health Insurance; Start 10/2025; Anticipate minimal time during academic months & 160 hours/month during summers (May 1st - August 21st) with all hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
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