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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED_RES | 2020-05-01 |
| OH | RA | APPROVED | 2011-01-03 |
Branch Locations
7965 North High Street, Suite 150, Columbus, OH 43235 • United States
Jackson, OH • 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Jackson | OH | 09/2014 | Present |
NAME OF ENTITY:J3, LLC; No; 7965 N HIGH ST #150; COLUMBUS; OH; 43235; Financial Services; PARTNER; 6/1/2016; 4; 4; Office expenses and payroll.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 138 WATTS BLEVINS RD; JACKSON; OH; 45640; FIXED INSURANCE PRODUCTS; INDEPENDENT INSURANCE AGENT; 1/1/1967; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Ascent Financial Partners; No; 7965 N High Street Suite #150; Columbus; OH; 43235; Financial Services/DBA; Partner; 11/1/2018; 160; 160; Sell and services insurance, securities and investment products.| J W SIDERS MANAGEMENT, LLC POSITION: Owner NATURE: Created LLC to deal with business expenses as I move from being a statutory employee to a broker. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2025 ADDRESS: 138 Watts Blevins Road, Jackson, Ohio, 45640 OH 45640, United States DESCRIPTION: I am the sole owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-23 |
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