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470 Olde Worthington Road Suite 450, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-08 |
Branch Locations
470 Olde Worthington Road Suite 450, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Superior Court Of The Virgin Islands | St. Thomas | VI | 08/2019 | 01/2022 |
| Virgin Islands Department Of Property And Procurement | St. Thomas | VI | 01/2022 | 11/2022 |
| Polaris Financial Partners, Llc | Westerville | OH | 12/2022 | Present |
| Taunton Trial Court | Taunton | MA | 05/2017 | 08/2017 |
| First American Title Insurance Company | Scottsdale | AZ | 05/2018 | 08/2018 |
| Law School | Albuquerque | NM | 08/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-05 |
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