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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-28 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
445 Hutchinson Avenue Ste 950, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 05/2025 | 10/2025 |
| The Ohio State University | Columbus | OH | 08/2021 | 05/2025 |
| Trustage | Columbus | OH | 06/2024 | 08/2024 |
| Moving Ahead Services | Cincinnati | OH | 06/2023 | 08/2023 |
| Quaker Steak And Lube | Cincinnati | OH | 06/2021 | 08/2022 |
| Coney Island | Cincinnati | OH | 05/2019 | 08/2019 |
| Coney Island | Cincinnati | OH | 05/2018 | 08/2018 |
| The Ohio State University | Columbus | OH | 08/2021 | 05/2025 |
| Archbishop Moeller High School | Cincinnati | OH | 08/2017 | 05/2021 |
| St. Veronica School | Cincinnati | OH | 08/2009 | 05/2017 |
| Gibbs Wealth Management | Alpharetta | GA | 06/2026 | Present |
| Grimes Financial Group | Columbus | OH | 10/2025 | Present |
Grimes Financial Partners Insurance Agent 445 Hutchinson Avenue, Suite 950, Columbus, OH 43235 Paraplanner Start Date 10.2025 40 hours a month devoted, 35 during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
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