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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-30 |
| OH | RA | APPROVED | 2021-05-30 |
Branch Locations
51 S Stanfield Rd, Troy, OH 45373 • United States
565 Metro Place S Ste 110 [Satellite], Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Worthington | OH | 06/2012 | 04/2021 |
| Wells Fargo Advisors Financial Network Llc | Troy | OH | 04/2021 | Present |
SHORE MORGAN YOUNG, LLC DBA SHORE MORGAN YOUNG WEALTH STRATEGIES POSITION: INVESTMENT SERVICE ANALYST NATURE: FINANCIAL PLANNING INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 140 START DATE: 04/02/2012 ADDRESS: 300 W. WILSON BRIDGE ROAD, SUITE 310, WORTHINGTON OH 43085 DESCRIPTION: ASSIST FINANCIAL ADVISORS AND PLANNERS IN INVESTMENT AND INSURANCE RELATED OPERATIONS. PRIVATE WEALTH STRATEGIES, L.L.C. DBA of Shore Morgan Young Wealth Strategies POSITION: Relationship Specialist NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/24/2018 ADDRESS: 300 W Wilson Bridge Rd, STE 310, Worthington OH 43085, United States DESCRIPTION: Investment operations Client Services Preparing and checking client portfolio reviews Trading Assisting Life Insurance department
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-14 |
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