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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-24 |
Branch Locations
7650 Rivers Edge Drive Suites 250, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Columbus | OH | 01/2022 | 10/2023 |
| Abercrombie | New Albany | OH | 01/2019 | 10/2021 |
| Jpmorgan Chase | Columbus | OH | 01/2016 | 12/2018 |
| Lincoln Financial Advisors Corporation | Columbus | OH | 10/2023 | 01/2025 |
| Osaic Wealth, Inc. | Columbus | OH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
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