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1440 Arrowhead Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-02 |
| TX | RA | APPROVED | 2023-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfo Wealth Partners | Maumee | OH | 05/2022 | Present |
| University Of Toledo | Toledo | OH | 08/2019 | 05/2022 |
| Lakota Local School District | Kansas | OH | 01/2013 | 05/2019 |
| Fastenal | Toledo | OH | 02/2021 | 05/2022 |
| Bethesda Care Center | Fremont | OH | 05/2018 | 01/2020 |
Safe Harbor Lakefront Marina; not investment-related; 1805 W Lakeshore Dr. Port Clinton, OH 43452; marina; Member Specialist; started 03/2019; approximately 20 hours per month, none during securities trading hours; assist in operation of the marina.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-21 |
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