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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-02-18 |
Branch Locations
7965 North High Street, Suite 150, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker-Dealer, Inc. | Columbus | OH | 11/2013 | 09/2020 |
| Adp Inc. | Columbus | OH | 11/2013 | 09/2020 |
| Unemployed | Hilliard | OH | 09/2020 | 02/2021 |
| Voya Financial Advisors, Inc. | Dublin | OH | 02/2021 | Present |
| Family Financial Planning Investment & Insurance | Columbus | OH | 02/2021 | Present |
| Independent Insurance Agent | Columbus | OH | 02/2021 | Present |
| Family Financial Planning Investment & Insurance | Columbus | OH | 02/2021 | Present |
INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/10/2021 ADDRESS: 7965 N High St, Columbus OH 43235, United States DESCRIPTION: SALES OF FIXED INSURANCE PRODUCTS FAMILY FINANCIAL PLANNING INVESTMENT & INSURANCE POSITION: PRESIDENT NATURE: FINANCIAL SERVICES/DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/10/2021 ADDRESS: 7965 N High st, Columbus OH 43235, United States DESCRIPTION: SALES MANAGER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-22 |
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