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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-19 |
| OH | RA | APPROVED | 2017-06-29 |
Branch Locations
10100 Innovation Dr Ste 120, Miamisburg, OH 45342 • United States
7965 North High Street, Suite 150, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Dayton | OH | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 10100 INNOVATION DR STE 120; MIAMISBURG; OH; 45342; FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 4/28/2014; 15; 15; SALE OF FIXED INSURANCE PRODUCTS.| JUNIOR ACHIEVEMENTS OF OKI PARTNERS POSITION: Volunteer NATURE: Worked with teachers to assist in elementary education of money and spending. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2015 ADDRESS: 120 W SECOND ST STE 316, DAYTON OH 45402, United States DESCRIPTION: TEACH BASICS OF MONEY, SPENDING AND SAVING WITH PRE-COMPLETED LESSONS PLANS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-08 |
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