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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-06 |
Branch Locations
127 W. 5Th Street, Marysville, OH 43040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-22 |
| TX | RA | APPROVED | 2023-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 09/2010 | 09/2017 |
| Mccarthy & Cox Retirement & Estate Specialists | Marysville | OH | 09/2017 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2017 | 12/2023 |
1. Fixed insurance sales, As of 12/30/2020; 5% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-31 |
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