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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
| IN | RA | APPROVED | 2025-03-18 |
Branch Locations
5775 Nimtz Pkwy Ste 110, South Bend, IN 46628 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | 01/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2015 | 01/2020 |
| Dietz Nextstage Financial Management, Llc | South Bend | IN | 01/2020 | Present |
| Valmark Securities, Inc | Akron | OH | 01/2020 | 02/2023 |
| Lpl Financial Llc | South Bend | IN | 02/2023 | 03/2025 |
| Mariner Independent Advisor Network, Llc | Sacramento | CA | 02/2023 | 03/2025 |
| United Advisors Group Dba Michiana Financial Partners | South Bend | IN | 03/2025 | Present |
1) 01/06/2023 - DIETZ NEXTSTAGE FINANCIAL MANAGEMENT - Insurance Agency - selling whole life, indexed universal life, indexed whole life, term, individual disability income, group disability - Investment related - 50 Hours per month - Start date: 11/01/2015. 2) 01/06/2023 - Notary - South Bend, IN 46628 - Investment related - Start date: 01/01/2020.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-30 |
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