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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-06 |
Branch Locations
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 09/2016 | 05/2017 |
| Ubs Inc | Sylvania | OH | 01/2017 | 08/2017 |
| The Ohio State University | Columbus | OH | 09/2017 | 05/2018 |
| Bob Meyer Builder Inc | Ottawa | OH | 06/2018 | 07/2018 |
| Jerome Schottenstein Center | Columbus | OH | 09/2017 | 04/2018 |
| Lpl Financial Llc | Bowling Green | OH | 07/2018 | 09/2019 |
| Ubs Financial Services, Inc. | Sylvania | OH | 10/2019 | 11/2020 |
| Venture Visionary Partners, Llc | Sylvania | OH | 12/2020 | Present |
1) 11/2020 Independent Licensed Insurance Agent. Investment Related. Sylvania, OH. Fixed and Variable Life
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
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