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5100 Parkcenter Ave Suite 120, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-10 |
Branch Locations
5100 Parkcenter Ave Suite 120, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Egsi Financial | Dublin | OH | 10/2025 | Present |
| Egsi Investment Management, Inc. | Dublin | OH | 10/2025 | Present |
| Pediatric Ophthalmology Associates | Columbus | OH | 09/2020 | 11/2024 |
| Scribeamerica | Lansing | MI | 01/2019 | 05/2020 |
| Unemployed | Columbus | OH | 05/2020 | 09/2020 |
| Michigan State University | East Lansing | MI | 01/2016 | 12/2019 |
| Michigan State University | East Lansing | MI | 05/2019 | 12/2019 |
| Student | East Lansing | MI | 08/2015 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Upper Arlington | OH | 12/2024 | 09/2025 |
| Northwestern Mutual Investment Services Llc | Upper Arlingtn | OH | 01/2025 | 09/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-09 |
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