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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-03 |
Branch Locations
215 W Washington Row, Sandusky, OH 44870 • United States
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prism Financial Group | Sandusky | OH | 06/2019 | 04/2022 |
| Oglesby Construction | Norwalk | OH | 06/2020 | 09/2020 |
| Woodlawn Cemetery | Norwalk | OH | 05/2015 | 08/2018 |
| Cameo Pizza | Norwalk | OH | 06/2016 | 08/2021 |
| University Of Mount Union | Alliance | OH | 09/2018 | 05/2022 |
| Norwalk City Schools | Norwalk | OH | 08/2005 | 05/2018 |
| Fortune Financial Services | Monaca | PA | 08/2022 | 06/2024 |
| Ausdal Financial Partners, Inc | Davenport | IA | 06/2024 | Present |
PRISM ADVANCED STRATEGIES; INVESTMENT RELATED; SANDUSKY, OH; INSURANCE SALES; AGENT; ACTIVITY BEGAN 01/202; I DEVOTE APPX 20 HOURS PER MONTH TO THIS ACTIVITY WITH 15 OF THOSE HOURS DURING TRADING HOURS; MEET WITH CLIENTS AND FIND THE MOST SUITABLE INSURANCE PRODUCTS TO FIT THEIR NEEDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
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