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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-11 |
Branch Locations
5455 Rings Road Suite 125, Dublin, OH 43017 • United States
Hilliard, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Minneapolis | MN | 01/2008 | 12/2019 |
| The Prudential Insurance Company Of America | Columbus | OH | 02/2020 | 10/2021 |
| Raymond James Financial Services Advisors, Inc | Worthington | OH | 10/2021 | 10/2024 |
| Peoples Bank | Worthington | OH | 10/2021 | 10/2024 |
| Edward Jones | Dublin | OH | 01/2025 | 04/2025 |
| Golden Reserve | Dublin | OH | 04/2025 | 09/2025 |
| Unemployed | Hilliard | OH | 09/2025 | 11/2025 |
| Horter Investment Management | Columbus | OH | 11/2025 | 04/2026 |
| Mml Investors Services, Llc | Dublin | OH | 08/2026 | Present |
| Massmutual Life Insurance Co | Dublin | OH | 07/2026 | Present |
| Unemployed | Hilliard | OH | 05/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-09 |
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