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1440 Arrowhead Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfo Wealth Partners | Maumee | OH | 10/2021 | Present |
| University Of Toledo | Toledo | OH | 03/2020 | 10/2021 |
| Promedica | Toledo | OH | 10/2017 | 10/2020 |
| Endevis | Toledo | OH | 03/2017 | 10/2017 |
| University Of Toledo | Toledo | OH | 08/2013 | 12/2019 |
| Arizona State University | Scottsdale | AZ | 04/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-13 |
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