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11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-03 |
Branch Locations
11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States
515 Executive Campus Dr. Suite 100, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centricity Wealth Management, Llc | Westerville | OH | 01/2013 | 06/2025 |
| Composition Wealth, Llc | Westerville | OH | 07/2025 | Present |
1) Licensed insurance agent; Not investment-related; Westerville, Ohio 43082; Insurance sales; Implementation of insurance recommendations; 1 hours per month, 0 during trading hours: Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
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