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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-05-29 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Sugar Grove, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forward Financial Group | New Albany | OH | 12/2001 | Present |
| Portfolio Medics Llc | Worthington | OH | 04/2009 | Present |
| Self-Employed | Sugar Grove | OH | 12/2001 | Present |
FORWARD FINANCIAL GROUP: NON-INVESTMENT RELATED. 20 N. HIGH ST. NEW ALBANY, OHIO 43054. OFFER DEBT ELIMINATION PLANS, ASSOCIATE, 2001-PRESENT, HRS/MONTH 100, HRS/MONTH(TRADING) 50. OFFER DEBT REDUCTION PLANS. SELF-EMPLOYED INSURANCE AGENT: NON-INVESTMENT RELATED. 1404 PUMP STATION RD, SUGAR GROVE, OHIO 43155. SALES OF LIFE, HEALTH AND FIXED ANNUITY PRODUCTS, INDEPENDENT INSURANCE AGENT, 2001-PRESENT, HRS/MONTH 100, HRS/MONTH(TRADING) 50. OFFER LIFE, HEALTH & FIXED ANNUITY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-28 |
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