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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-19 |
| TX | RA | APPROVED | 2026-04-22 |
| UT | RA | APPROVED | 2026-02-24 |
| IN | RA | APPROVED | 2025-03-26 |
| KY | RA | APPROVED | 2025-01-21 |
| FL | RA | APPROVED | 2025-01-09 |
| CO | RA | APPROVED | 2025-01-08 |
| NC | RA | APPROVED | 2025-01-08 |
| PA | RA | APPROVED | 2025-01-08 |
| OH | RA | APPROVED | 2024-10-31 |
Branch Locations
8425 Pulsar Place Suite 450, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Financial Growth | Pittsburgh | PA | 02/2023 | 11/2023 |
| Peyton White Golf Llc | Davidson | NC | 06/2017 | 09/2023 |
| Pablo Creek Golf Course | Jacksonville | FL | 02/2021 | 01/2023 |
| Ohio University | Athens | OH | 08/2013 | 06/2017 |
| Park Avenue Securities | Jacksonville | FL | 11/2023 | 01/2024 |
| Guardian Life Insurance Company | Jacksonville | FL | 11/2023 | 01/2024 |
| Guardian Life Insurnace Company | Naples | FL | 01/2024 | 04/2024 |
| Park Avenue Securities | Naples | FL | 02/2024 | 04/2024 |
| Park Avenue Securities | Columbus | OH | 04/2024 | Present |
| Guardian Life Insurnace Company | Columbus | OH | 04/2024 | Present |
1. Timothy E Nettles Memorial Board, Start Date: 4/1/2026, Nature: Golf tournament to raise money in donations for many of the same charities and scholarships that Tim served with and believed in, Address: 4400 Campbells Run Rd, Pittsburgh PA 15205, Duties: Part of the selection committee as it relates to helping pick the field of the professional golfers that will play in our tournament, 5 total hours per month; 0 during securities trading hours, Non-Investment Related, 2. Down Syndrome Association Of Central Ohio Golf Committee, Start Date: 4/1/2026, Nature: Charity Golf tournament, Address: 510 E. North Broadway, Suite 401 Columbus, Ohio 43214, Duties: Help with operations for the golf tournament, coordinating the event, 2 total hours per month; 0 during securities trading hours, Non-Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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