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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-19 |
Branch Locations
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meeder Financial, Inc. | Dublin | OH | 03/2012 | 01/2019 |
| Meeder Asset Management, Inc. | Dublin | OH | 03/2012 | 01/2019 |
| Meeder Advisory Services, Inc. | Dublin | OH | 03/2012 | 01/2019 |
| Pruco Securities Llc | Columbus | OH | 03/2019 | 07/2021 |
| The Prudential Insurance Company Of America | Columbus | OH | 04/2019 | 07/2021 |
| Mutual Of America | Columbus | OH | 07/2021 | 09/2023 |
| Alliant Retirement Services, Llc | Hilliard | OH | 03/2025 | Present |
| Fortis Lux | New York City | NY | 11/2023 | 02/2025 |
| Osaic Wealth, Inc. | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-12 |
| S65 | Uniform Investment Adviser Law Examination | 2013-01-04 |
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