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700 Stonehenge Parkway Suite B, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-24 |
Branch Locations
700 Stonehenge Parkway Suite B, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corp | Columbus | OH | 11/2019 | 03/2023 |
| Bj's Restuarant And Brewhouse | Columbus | OH | 02/2013 | 02/2018 |
| Nationwide Mutual Insurance | Columbus | OH | 11/2015 | 03/2023 |
| The Pension Group | Dublin | OH | 06/2026 | Present |
| Alliance For Federal Employees | Greenville | TX | 11/2024 | 04/2026 |
| Ethos Life | San Francisco | CA | 03/2024 | 11/2024 |
| Vertiv Co | Columbus | OH | 03/2023 | 02/2024 |
INSURANCE AGENT- INVESTMENT RELATED, OHIO, INSURANCE SALES, AGENT, 2023, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
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