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203 W. Franklin St., Centerville, OH 45459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-24 |
| OH | RA | APPROVED | 2018-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | West Chester | OH | 08/2016 | 10/2016 |
| Raymond James Financial Services, Inc. | Springboro | OH | 10/2016 | 03/2017 |
| Raymond James Financial Services Advisors Inc. | Springboro | OH | 02/2017 | 03/2017 |
| Harbor Financial Services, Llc | Springboro | OH | 03/2017 | Present |
| Invest Capital Partners, Llc | Springboro | OH | 10/2017 | Present |
| 401 Advisor,Llc | Centerville | OH | 08/2018 | Present |
| Ceros Financial Services, Inc. | Rockville | MD | 05/2019 | Present |
(1)Warren County Veteran Service Commission, Board Member, Not Investment Releated, Board Member supporting veterans, Start date 1/1/19, 4 hrs per mo, 0 hrs per mo during trading hrs, compensation salary, plan budgets and expenditures for the Warren County Veterans Commission (2) Buckeye Wealth Partners, Not Investment Related, Owner of Tax Prep business, start date 3/1/19, 10 hrs per month, 0 hrs per mo during trading hrs, compensation fee-based, prepare and file tax returns for clients of my tax practice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
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