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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fossil | Columbus | OH | 05/2017 | 08/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2018 | 07/2022 |
| Ohio State University | Columbus | OH | 09/2014 | 07/2018 |
| Morgan Stanley | Tempe | AZ | 07/2022 | 09/2025 |
| Wealth Health, Llc | Avon | OH | 08/2026 | Present |
| Unemployed | Scottsdale | AZ | 09/2025 | 08/2026 |
| Cetera Advisors Llc | St Cloud | MN | 08/2026 | Present |
| Cetera Investment Advisers | Schaumburg | IL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: WEALTH HEALTH, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: TRADING AND MONEY MOVEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-24 |
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