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1440 Arrowhead Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-29 |
| TX | RA | APPROVED | 2022-08-18 |
Branch Locations
Grandview Heights, OH • United States
1440 Arrowhead Drive, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfo Wealth Partners | Granview Heights | OH | 08/2022 | Present |
| Ohio State University | Columbus | OH | 08/2016 | 05/2020 |
| Fifth Third Bank | Cincinnati | OH | 05/2018 | 08/2018 |
| Jpmorgan Chase | Columbus | OH | 06/2019 | 08/2019 |
| Jpmorgan Chase | Columbus | OH | 08/2020 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-28 |
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