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5858 High Street, Worthington, OH 43085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pricewaterhouse Coopers | Columbus | OH | 10/2015 | 05/2021 |
| Whalen & Company Cpas | Worthington | OH | 05/2015 | 12/2022 |
| Royal Oak Financial Group | Worthington | OH | 12/2022 | Present |
| Royal Oak Financial Group | Worthington | OH | 12/2022 | Present |
I am an accountant (CPA) working for Royal Oak Financial Group. No commissions received.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
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