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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-23 |
| OH | RA | APPROVED | 2024-06-28 |
Branch Locations
445 Hutchinson Avenue Suite 860, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Columbus | OH | 10/2009 | 06/2021 |
| Raymond James Financial Services, Inc. | Columbus | OH | 06/2021 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Columbus | OH | 06/2021 | 06/2024 |
| Boston Harbor Wealth Advisors | Columbus | OH | 06/2021 | Present |
| Patterson Turner & Associates | Columbus | OH | 06/2021 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
1. McConnell, Patricia; Investment Related; 11776 W Sample Rd Ste 105, Coral Springs, FL, 33065, Activity Type: POA Position/Title: POA: 10/07/2010; Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA of Mothers Estate 2. Various; Investment Related; 445 Hutchinson Ave, Suite 860 Columbus, OH 43235; Life & Variable Insurance; Insurance Agent; 6/21/2021; 2 hours per month; 2 hours during trading hours; Provide various insurance solutions to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-19 |
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