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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-20 |
Branch Locations
285 Main St., Bellville, OH 44813 • United States
4200 Hoover Rd., Grove City, OH 43123 • United States
4942 Reed Road, Columbus, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dublin | OH | 10/2016 | 04/2018 |
| New York Life Insurance Co. | Dublin | OH | 08/2016 | 04/2018 |
| Panda Restaurant Group | Rosemead | CA | 03/2012 | 10/2016 |
| The Prudential Insurance Company Of America | Columbus | OH | 04/2018 | 07/2020 |
| Pruco Securities, Llc | Columbus | OH | 04/2018 | 07/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2020 | Present |
| Cambridge Investment Research | Fairfield | IA | 07/2020 | Present |
1) SECURE PATH ADVISORY GROUP, 4930 REED RD, STE 100, COLUMBUS, OH, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 07/31/16, INV REL, 10/WK- 2/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 07/20/20 3) COMPASSIONATE ACRES FARM SANCTUARY / 6590 Chatham Rd., Newark OH 43055 / 01/03/2022 / NIR / TREASURER / 8 HR/MO - 0 HR/MO TRADING 4) COVENANT FINANCIAL ADVISORS, 4942 Reed Rd., Columbus OH 43220, United States, 07/03/2023, Agent, Insurance/Benefits/Human Resources, NIR, 8 HR/MO - 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-17 |
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