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2718 Centennial Road, Toledo, OH 43617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ruiz Financial Group | Toledo | OH | 05/2026 | Present |
| Huntington National Bank | Holland | OH | 03/2015 | 06/2020 |
| Edward Jones | St. Louis | MO | 06/2020 | 04/2024 |
| Lpl Financial Llc | Toledo | OH | 04/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-29 |
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