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13 New Hudson Road, Aurora, OH 44202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Custom Planning Solutions, Llc | Cleveland | OH | 06/2019 | 09/2022 |
| Ganley Westside Imports | North Olmsted | OH | 08/2018 | 06/2019 |
| Unemployed | Olmsted Falls | OH | 05/2018 | 08/2018 |
| Ohio University | Athens | OH | 08/2017 | 05/2018 |
| Northwestern Mutual | Cleveland | OH | 04/2017 | 08/2017 |
| Kroger | Athens | OH | 06/2016 | 04/2017 |
| Lincoln Financial Advisors | Cleveland | OH | 06/2020 | 06/2022 |
| Lincoln Financial Corporation | Orange Village | OH | 06/2022 | 09/2022 |
| Demming Financial Services Corp. | Aurora | OH | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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