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2651 Shawnee Rd, Lima, OH 45806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shawnee Country Club | Lima | OH | 05/2021 | 09/2025 |
| University Of Findlay | Findlay | OH | 08/2021 | 04/2026 |
| Trueblood Wealth Management | Lima | OH | 04/2026 | Present |
| High School And Middle School | Findlay | OH | 04/2016 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-18 |
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