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Hilliard, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Granville Exempted Village Schools And Penn State University | Granville | OH | 08/2004 | 12/2021 |
| Unemployed | Granville | OH | 12/2021 | 05/2022 |
| Heather Koklich | Newark | OH | 05/2015 | 08/2021 |
| Kay Jewelers | Heath | OH | 11/2021 | 12/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Columbus | OH | 06/2022 | 08/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2023 | 08/2023 |
| Access Wealth Group, Llc | Dublin | OH | 08/2023 | 10/2025 |
| Purpose1St Financial | Hilliard | OH | 10/2025 | Present |
Makinley R. Cornley is licensed to sell life, health, disability, and long-term care across multiple states. She may engage in product sales with our clients, for which she will receive additional compensation. Any commissions received through insurance sales do not offset advisory fees the client may pay for advisory services under Purpose1st Financial. Makinley is an UberEats driver. This is a non-investment related activity and typically takes place outside normal business hours on the weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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