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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-20 |
| OH | RA | APPROVED | 2024-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quaker Steak & Lube | Columbus | OH | 11/2015 | 01/2017 |
| 8 State Bistro | Westerville | OH | 02/2017 | 05/2017 |
| Cap City Diner & Bar | Gahanna | OH | 06/2017 | 01/2018 |
| Priorauthnow | Worthington | OH | 02/2018 | 02/2019 |
| Tattletale Portable Alarms | Westerville | OH | 05/2019 | 09/2021 |
| Dupont Wealth Solutions | Dublin | OH | 09/2021 | 01/2024 |
| Dupont Wealth Solutions, Llc | Dublin | OH | 01/2022 | 01/2024 |
| Central Ohio Financial Management Group | Worthington | OH | 02/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 02/2024 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2024 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS * CENTRAL OHIO FINANCIAL MANAGEMENT GROUP LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; OWNER; START DATE=02/2024; HRS/MO=160; TRADING HRS/MO=160; FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-05 |
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