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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-05 |
Branch Locations
2225 Lexington Rd, Louisville, KY 40206 • United States
7100 N High St Suite 203, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Dublin | OH | 10/2014 | 11/2017 |
| Private Client Services | Worthington | OH | 11/2017 | Present |
| Heritage Wealth Partners, Llc | Dublin | OH | 11/2017 | 05/2025 |
| Heritage Wealth Group | Worthington | OH | 05/2025 | Present |
1. 05/2025: HERITAGE WEALTH GROUP, DBA USED FOR MARETING AND TECHNOLOGY COST SHARING FOR BRANDBURY WEALTH ADVISORS AND MCBRIDE FINANCIAL SERVICES. 7100 N HIGH STREET, WORTHINGTON, OH 43085. 2. 3/18/2015: NON-VARIABLE INSURANCE - ASH BROKERAGE - FIXED INSURANCE SALES-LIFE, DISABILITY, LTC. - STARTED 03/06/2015 - INVESTMENT RELATED - 5 HOURS PER MONTH DURING TRADING - 888 S Harrison Street, Ste. 900, Fort Wayne, IN 46802. 3. Worthington AM Rotary, member. Columbus, OH, 4 hrs/month, 2 during trading hrs. Non-investment related. 4. Ohio Jump Start. 4215 Worth Avenue, Suite 300, Columbus, OH 43219. Non Profit. Promoting Financial Literacy in Ohio Schools. Board Member. 1 hr/mo; 0 during trading hrs. 5. Highland Capital Brokerage. 3535 Grandview Parkway, Suite 600, Birmingham, AL 35243. Outside general agency for fixed insurance. Insurance agent-selling and servicing fixed insurance products. 2 hrs/mo; 2 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-29 |
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