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108 East Highland Avenue, Ada, OH 45810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Streamline Insurance Solutions | Ada | OH | 09/2024 | Present |
| Streamline Financial Strategies Ltd | Ada | OH | 06/2025 | Present |
| Ae Curbside | Findlay | OH | 09/2019 | 04/2021 |
| Hancock County Adult Probation | Findlay | OH | 09/2015 | 09/2016 |
| Parenting | Dunkirk | OH | 09/2016 | 08/2024 |
INSURANCE AGENT: INVESTMENT RELATED, OHIO, INSURANCE SALES, AGENT, STARTED 2024, DEVOTES APPROXIMATELY 30% OF TIME INCLUDING DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-04 |
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