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1927 First Avenue North, Birmingham, AL 35203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-06 |
Branch Locations
1670 Columbus Rd Suite A, Granville, OH 43023 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Investments Inc. | Granville | OH | 12/1999 | Present |
| Ubs Financial Services Inc. | New Albany | OH | 02/2007 | Present |
| Stifel, Nicolaus & Company, Incorporated | Mansfield | OH | 09/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-05 |
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